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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 | $49,576 | $71,878-31.0% | $86,698-42.8% | $68,486-27.6% |
| Participation rate | 92.0% | 72.2%+19.8pp | 76.6%+15.4pp | 67.9%+24.1pp |
| Annual return | -10.55% | 3.53%-14.1pp | 35.95%-46.5pp | -7.85%-2.7pp |
| Employer contribution / active EE | $3,444 | $2,173+58.5% | $2,837+21.4% | $2,597+32.6% |
| Participant deferral / active EE | $5,477 | $3,779+44.9% | $4,656+17.6% | $4,028+36.0% |
| Admin fee / account holder | $6,116 | $6,1130% | $7,493-18.4% | $5,404+13.2% |