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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 | $51,358 | $72,639-29.3% | $90,766-43.4% | $66,949-23.3% |
| Participation rate | 93.2% | 73.7%+19.5pp | 75.7%+17.5pp | 69.8%+23.4pp |
| Annual return | -15.26% | -12.28%-3.0pp | -12.16%-3.1pp | 1.57%-16.8pp |
| Employer contribution / active EE | $2,041 | $2,369-13.8% | $2,922-30.1% | $2,545-19.8% |
| Participant deferral / active EE | $5,752 | $3,979+44.6% | $4,565+26.0% | $4,239+35.7% |
| Admin fee / account holder | $11,670 | $708+1549.5% | $8,446+38.2% | $594+1866.1% |