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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 | $55,365 | $73,009-24.2% | $90,760-39.0% | $68,486-19.2% |
| Participation rate | 90.0% | 70.8%+19.2pp | 75.7%+14.3pp | 67.9%+22.1pp |
| Annual return | -18.24% | -13.81%-4.4pp | -12.16%-6.1pp | -7.85%-10.4pp |
| Employer contribution / active EE | $5,027 | $2,193+129.3% | $2,922+72.1% | $2,597+93.6% |
| Participant deferral / active EE | $4,713 | $3,626+30.0% | $4,565+3.2% | $4,028+17.0% |
| Admin fee / account holder | $5,990 | $5,896+1.6% | $8,444-29.1% | $5,404+10.9% |