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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 | $58,949 | $71,878-18.0% | $86,698-32.0% | $68,486-13.9% |
| Participation rate | 89.7% | 72.2%+17.4pp | 76.6%+13.1pp | 67.9%+21.8pp |
| Annual return | -16.60% | 3.53%-20.1pp | 35.95%-52.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $6,972 | $2,173+220.8% | $2,837+145.8% | $2,597+168.5% |
| Participant deferral / active EE | $2,992 | $3,779-20.8% | $4,656-35.7% | $4,028-25.7% |
| Admin fee / account holder | $4,182 | $6,113-31.6% | $7,493-44.2% | $5,404-22.6% |