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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 | $63,951 | $73,009-12.4% | $90,760-29.5% | $68,486-6.6% |
| Participation rate | 84.6% | 70.8%+13.8pp | 75.7%+8.9pp | 67.9%+16.7pp |
| Annual return | -12.51% | -13.81%+1.3pp | -12.16%-0.4pp | -7.85%-4.7pp |
| Employer contribution / active EE | $3,985 | $2,193+81.7% | $2,922+36.4% | $2,597+53.5% |
| Participant deferral / active EE | $12,964 | $3,626+257.5% | $4,565+184.0% | $4,028+221.9% |
| Admin fee / account holder | $8,731 | $5,896+48.1% | $8,444+3.4% | $5,404+61.6% |