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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 | $67,157 | $73,019-8.0% | $90,766-26.0% | $68,490-1.9% |
| Participation rate | 90.2% | 70.8%+19.3pp | 75.7%+14.5pp | 67.9%+22.3pp |
| Annual return | -13.93% | -13.81%-0.1pp | -12.16%-1.8pp | -7.85%-6.1pp |
| Employer contribution / active EE | $2,441 | $2,193+11.3% | $2,922-16.5% | $2,597-6.0% |
| Participant deferral / active EE | $4,486 | $3,626+23.7% | $4,565-1.7% | $4,028+11.4% |
| Admin fee / account holder | $1,659 | $5,897-71.9% | $8,446-80.4% | $5,403-69.3% |