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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 | $62,414 | $64,729-3.6% | $112,263-44.4% | $68,490-8.9% |
| Participation rate | 88.6% | 67.2%+21.5pp | 75.1%+13.6pp | 67.9%+20.7pp |
| Annual return | -19.29% | -11.40%-7.9pp | 27.49%-46.8pp | -7.85%-11.4pp |
| Employer contribution / active EE | $3,454 | $2,746+25.8% | $3,636-5.0% | $2,597+33.0% |
| Participant deferral / active EE | $5,154 | $3,566+44.6% | $4,729+9.0% | $4,028+28.0% |
| Admin fee / account holder | $565 | $5,222-89.2% | $6,410-91.2% | $5,403-89.5% |