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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 | $61,397 | $71,872-14.6% | $86,691-29.2% | $68,495-10.4% |
| Participation rate | 94.3% | 72.2%+22.0pp | 76.6%+17.7pp | 67.9%+26.4pp |
| Annual return | -15.62% | 3.53%-19.1pp | 35.94%-51.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,976 | $2,173-9.1% | $2,837-30.4% | $2,596-23.9% |
| Participant deferral / active EE | $4,345 | $3,779+15.0% | $4,656-6.7% | $4,028+7.9% |
| Admin fee / account holder | $3,953 | $6,112-35.3% | $7,492-47.2% | $5,403-26.8% |