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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 | $80,977 | $73,019+10.9% | $90,766-10.8% | $68,490+18.2% |
| Participation rate | 93.3% | 70.8%+22.5pp | 75.7%+17.6pp | 67.9%+25.4pp |
| Annual return | -16.10% | -13.81%-2.3pp | -12.16%-3.9pp | -7.85%-8.2pp |
| Employer contribution / active EE | $3,373 | $2,193+53.8% | $2,922+15.4% | $2,597+29.9% |
| Participant deferral / active EE | $6,958 | $3,626+91.9% | $4,565+52.4% | $4,028+72.7% |
| Admin fee / account holder | $2,391 | $5,897-59.5% | $8,446-71.7% | $5,403-55.8% |