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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 | $114,693 | $81,870+40.1% | $119,608-4.1% | $68,495+67.4% |
| Participation rate | 83.0% | 71.9%+11.1pp | 79.3%+3.7pp | 67.9%+15.1pp |
| Annual return | -15.00% | -23.82%+8.8pp | -14.98%0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,530 | $2,692-6.0% | $4,232-40.2% | $2,596-2.5% |
| Participant deferral / active EE | $7,542 | $4,148+81.8% | $5,601+34.6% | $4,028+87.3% |
| Admin fee / account holder | $6,649 | $6,583+1.0% | $10,326-35.6% | $5,403+23.1% |