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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 | $55,390 | $86,655-36.1% | $119,608-53.7% | $66,930-17.2% |
| Participation rate | 78.0% | 75.6%+2.4pp | 79.3%-1.3pp | 69.8%+8.2pp |
| Annual return | -16.15% | -8.00%-8.1pp | -14.98%-1.2pp | 1.57%-17.7pp |
| Employer contribution / active EE | $3,265 | $2,536+28.7% | $4,232-22.9% | $2,545+28.3% |
| Participant deferral / active EE | $7,666 | $4,358+75.9% | $5,601+36.8% | $4,238+80.9% |
| Admin fee / account holder | $1,063 | $755+40.9% | $10,326-89.7% | $593+79.2% |