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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 | $64,359 | $110,083-41.5% | $151,639-57.6% | $68,486-6.0% |
| Participation rate | 88.2% | 84.0%+4.3pp | 87.5%+0.7pp | 67.9%+20.3pp |
| Annual return | -15.55% | -10.12%-5.4pp | 3.34%-18.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $2,082 | $4,470-53.4% | $6,165-66.2% | $2,597-19.8% |
| Participant deferral / active EE | $3,769 | $6,526-42.3% | $8,363-54.9% | $4,028-6.4% |
| Admin fee / account holder | $2,444 | $7,718-68.3% | $11,613-79.0% | $5,404-54.8% |