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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 | $56,391 | $42,383+33.1% | $76,518-26.3% | $64,173-12.1% |
| Participation rate | 87.2% | 58.1%+29.1pp | 68.0%+19.2pp | 69.6%+17.7pp |
| Annual return | -7.63% | -16.54%+8.9pp | -0.27%-7.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,149 | $1,563+101.5% | $2,647+19.0% | $2,381+32.3% |
| Participant deferral / active EE | $5,743 | $2,566+123.8% | $3,836+49.7% | $3,470+65.5% |
| Admin fee / account holder | $5,162 | $3,198+61.4% | $4,849+6.5% | $4,887+5.6% |