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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 | $62,169 | $71,873-13.5% | $86,698-28.3% | $68,490-9.2% |
| Participation rate | 94.5% | 72.2%+22.3pp | 76.6%+18.0pp | 67.9%+26.6pp |
| Annual return | -13.24% | 3.54%-16.8pp | 35.96%-49.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $3,077 | $2,173+41.6% | $2,837+8.5% | $2,597+18.5% |
| Participant deferral / active EE | $3,786 | $3,779+0.2% | $4,656-18.7% | $4,028-6.0% |
| Admin fee / account holder | $13,413 | $6,110+119.5% | $7,492+79.0% | $5,403+148.3% |