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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 | $50,307 | $73,019-31.1% | $90,766-44.6% | $68,490-26.5% |
| Participation rate | 86.7% | 70.8%+15.8pp | 75.7%+11.0pp | 67.9%+18.8pp |
| Annual return | -17.69% | -13.81%-3.9pp | -12.16%-5.5pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,232 | $2,193+1.8% | $2,922-23.6% | $2,597-14.1% |
| Participant deferral / active EE | $4,218 | $3,626+16.3% | $4,565-7.6% | $4,028+4.7% |
| Admin fee / account holder | $1,199 | $5,897-79.7% | $8,446-85.8% | $5,403-77.8% |