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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 | $55,147 | $71,873-23.3% | $86,698-36.4% | $68,490-19.5% |
| Participation rate | 88.5% | 72.2%+16.2pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -17.51% | 3.54%-21.0pp | 35.96%-53.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,423 | $2,173+11.5% | $2,837-14.6% | $2,597-6.7% |
| Participant deferral / active EE | $3,611 | $3,779-4.5% | $4,656-22.5% | $4,028-10.4% |
| Admin fee / account holder | $2,440 | $6,110-60.1% | $7,492-67.4% | $5,403-54.8% |