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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 | $59,070 | $65,453-9.8% | $86,691-31.9% | $66,930-11.7% |
| Participation rate | 84.5% | 75.5%+9.0pp | 76.6%+7.9pp | 69.8%+14.7pp |
| Annual return | -4.69% | -10.89%+6.2pp | 35.94%-40.6pp | 1.57%-6.3pp |
| Employer contribution / active EE | $4,443 | $2,154+106.3% | $2,837+56.6% | $2,545+74.6% |
| Participant deferral / active EE | $14,450 | $4,102+252.3% | $4,656+210.4% | $4,238+241.0% |
| Admin fee / account holder | $6,962 | $642+984.7% | $7,492-7.1% | $593+1073.1% |