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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 | $46,956 | $48,267-2.7% | $68,794-31.7% | $68,495-31.4% |
| Participation rate | 86.2% | 60.7%+25.5pp | 69.0%+17.2pp | 67.9%+18.3pp |
| Annual return | -15.20% | -12.70%-2.5pp | -6.37%-8.8pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,539 | $1,829+93.5% | $2,656+33.3% | $2,596+36.3% |
| Participant deferral / active EE | $3,654 | $2,867+27.5% | $3,941-7.3% | $4,028-9.3% |
| Admin fee / account holder | $2,364 | $4,362-45.8% | $4,934-52.1% | $5,403-56.2% |