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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 | $61,451 | $73,019-15.8% | $90,766-32.3% | $68,490-10.3% |
| Participation rate | 96.8% | 70.8%+25.9pp | 75.7%+21.1pp | 67.9%+28.9pp |
| Annual return | -17.23% | -13.81%-3.4pp | -12.16%-5.1pp | -7.85%-9.4pp |
| Employer contribution / active EE | $4,506 | $2,193+105.5% | $2,922+54.2% | $2,597+73.5% |
| Participant deferral / active EE | $4,039 | $3,626+11.4% | $4,565-11.5% | $4,028+0.3% |
| Admin fee / account holder | $881 | $5,897-85.1% | $8,446-89.6% | $5,403-83.7% |