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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,232 | $73,009-33.9% | $90,760-46.9% | $68,486-29.6% |
| Participation rate | 97.0% | 70.8%+26.1pp | 75.7%+21.3pp | 67.9%+29.1pp |
| Annual return | -14.58% | -13.81%-0.8pp | -12.16%-2.4pp | -7.85%-6.7pp |
| Employer contribution / active EE | $2,431 | $2,193+10.9% | $2,922-16.8% | $2,597-6.4% |
| Participant deferral / active EE | $5,494 | $3,626+51.5% | $4,565+20.4% | $4,028+36.4% |
| Admin fee / account holder | $2,090 | $5,896-64.6% | $8,444-75.3% | $5,404-61.3% |