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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 | $64,809 | $49,280+31.5% | $67,313-3.7% | $64,173+1.0% |
| Participation rate | 90.6% | 60.8%+29.8pp | 69.1%+21.5pp | 69.6%+21.1pp |
| Annual return | -7.88% | -1.39%-6.5pp | -4.08%-3.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $4,021 | $1,668+141.0% | $2,566+56.7% | $2,381+68.9% |
| Participant deferral / active EE | $5,613 | $2,484+126.0% | $3,568+57.3% | $3,470+61.8% |
| Admin fee / account holder | $2,811 | $3,863-27.2% | $4,507-37.6% | $4,887-42.5% |