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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 | $65,579 | $73,019-10.2% | $90,766-27.7% | $68,490-4.3% |
| Participation rate | 86.7% | 70.8%+15.8pp | 75.7%+11.0pp | 67.9%+18.8pp |
| Annual return | -16.52% | -13.81%-2.7pp | -12.16%-4.4pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,115 | $2,193-3.5% | $2,922-27.6% | $2,597-18.5% |
| Participant deferral / active EE | $5,729 | $3,626+58.0% | $4,565+25.5% | $4,028+42.2% |
| Admin fee / account holder | $10,555 | $5,897+79.0% | $8,446+25.0% | $5,403+95.4% |