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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 | $60,067 | $79,633-24.6% | $93,759-35.9% | $68,486-12.3% |
| Participation rate | 80.6% | 75.4%+5.3pp | 81.0%-0.3pp | 67.9%+12.8pp |
| Annual return | -18.14% | -0.10%-18.0pp | -11.33%-6.8pp | -7.85%-10.3pp |
| Employer contribution / active EE | $3,463 | $3,665-5.5% | $4,324-19.9% | $2,597+33.4% |
| Participant deferral / active EE | $12,009 | $5,158+132.8% | $6,096+97.0% | $4,028+198.2% |
| Admin fee / account holder | $3,956 | $6,871-42.4% | $7,197-45.0% | $5,404-26.8% |