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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 | $61,664 | $64,719-4.7% | $112,249-45.1% | $68,486-10.0% |
| Participation rate | 95.2% | 67.2%+28.1pp | 75.1%+20.2pp | 67.9%+27.3pp |
| Annual return | -18.97% | -11.40%-7.6pp | 27.48%-46.5pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,620 | $2,747-41.0% | $3,636-55.4% | $2,597-37.6% |
| Participant deferral / active EE | $2,040 | $3,565-42.8% | $4,729-56.9% | $4,028-49.3% |
| Admin fee / account holder | $4,727 | $5,232-9.7% | $6,412-26.3% | $5,404-12.5% |