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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 | $58,905 | $73,009-19.3% | $90,760-35.1% | $68,486-14.0% |
| Participation rate | 81.8% | 70.8%+11.0pp | 75.7%+6.1pp | 67.9%+13.9pp |
| Annual return | -11.25% | -13.81%+2.6pp | -12.16%+0.9pp | -7.85%-3.4pp |
| Employer contribution / active EE | $524 | $2,193-76.1% | $2,922-82.1% | $2,597-79.8% |
| Participant deferral / active EE | $3,679 | $3,626+1.4% | $4,565-19.4% | $4,028-8.7% |
| Admin fee / account holder | $5,786 | $5,896-1.9% | $8,444-31.5% | $5,404+7.1% |