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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 | $55,161 | $48,267+14.3% | $68,794-19.8% | $68,495-19.5% |
| Participation rate | 73.3% | 60.7%+12.7pp | 69.0%+4.3pp | 67.9%+5.4pp |
| Annual return | -3.29% | -12.70%+9.4pp | -6.37%+3.1pp | -7.84%+4.6pp |
| Employer contribution / active EE | $6,615 | $1,829+261.7% | $2,656+149.1% | $2,596+154.8% |
| Participant deferral / active EE | $7,507 | $2,867+161.9% | $3,941+90.5% | $4,028+86.4% |
| Admin fee / account holder | $1,563 | $4,362-64.2% | $4,934-68.3% | $5,403-71.1% |