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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 | $75,299 | $81,870-8.0% | $119,634-37.1% | $68,490+9.9% |
| Participation rate | 88.9% | 71.9%+17.0pp | 79.3%+9.6pp | 67.9%+21.0pp |
| Annual return | -14.32% | -23.82%+9.5pp | -14.98%+0.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $742 | $2,692-72.4% | $4,232-82.5% | $2,597-71.4% |
| Participant deferral / active EE | $4,832 | $4,148+16.5% | $5,601-13.7% | $4,028+20.0% |
| Admin fee / account holder | $4,718 | $6,583-28.3% | $10,329-54.3% | $5,403-12.7% |