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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 | $48,111 | $71,878-33.1% | $86,698-44.5% | $68,486-29.8% |
| Participation rate | 88.5% | 72.2%+16.2pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -17.58% | 3.53%-21.1pp | 35.95%-53.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $3,347 | $2,173+54.0% | $2,837+18.0% | $2,597+28.9% |
| Participant deferral / active EE | $6,411 | $3,779+69.7% | $4,656+37.7% | $4,028+59.2% |
| Admin fee / account holder | $1,593 | $6,113-73.9% | $7,493-78.7% | $5,404-70.5% |