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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 | $56,240 | $71,878-21.8% | $86,698-35.1% | $68,486-17.9% |
| Participation rate | 91.8% | 72.2%+19.5pp | 76.6%+15.2pp | 67.9%+23.9pp |
| Annual return | -15.42% | 3.53%-19.0pp | 35.95%-51.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,331 | $2,173+7.2% | $2,837-17.8% | $2,597-10.2% |
| Participant deferral / active EE | $7,223 | $3,779+91.1% | $4,656+55.1% | $4,028+79.3% |
| Admin fee / account holder | $2,623 | $6,113-57.1% | $7,493-65.0% | $5,404-51.5% |