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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 | $66,972 | $71,873-6.8% | $86,698-22.8% | $68,490-2.2% |
| Participation rate | 88.5% | 72.2%+16.2pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -16.08% | 3.54%-19.6pp | 35.96%-52.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $3,537 | $2,173+62.8% | $2,837+24.7% | $2,597+36.2% |
| Participant deferral / active EE | $9,231 | $3,779+144.3% | $4,656+98.3% | $4,028+129.2% |
| Admin fee / account holder | $427 | $6,110-93.0% | $7,492-94.3% | $5,403-92.1% |