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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 | $59,276 | $64,729-8.4% | $112,263-47.2% | $68,490-13.5% |
| Participation rate | 97.0% | 67.2%+29.8pp | 75.1%+21.9pp | 67.9%+29.1pp |
| Annual return | -15.63% | -11.40%-4.2pp | 27.49%-43.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $3,249 | $2,746+18.3% | $3,636-10.6% | $2,597+25.1% |
| Participant deferral / active EE | $5,384 | $3,566+51.0% | $4,729+13.8% | $4,028+33.7% |
| Admin fee / account holder | $10,832 | $5,222+107.4% | $6,410+69.0% | $5,403+100.5% |