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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 | $55,015 | $73,019-24.7% | $90,766-39.4% | $68,490-19.7% |
| Participation rate | 73.4% | 70.8%+2.6pp | 75.7%-2.3pp | 67.9%+5.5pp |
| Annual return | -4.99% | -13.81%+8.8pp | -12.16%+7.2pp | -7.85%+2.9pp |
| Employer contribution / active EE | $3,651 | $2,193+66.5% | $2,922+25.0% | $2,597+40.6% |
| Participant deferral / active EE | $7,555 | $3,626+108.3% | $4,565+65.5% | $4,028+87.6% |
| Admin fee / account holder | $4,648 | $5,897-21.2% | $8,446-45.0% | $5,403-14.0% |