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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 | $63,964 | $71,878-11.0% | $86,698-26.2% | $68,486-6.6% |
| Participation rate | 98.4% | 72.2%+26.2pp | 76.6%+21.8pp | 67.9%+30.5pp |
| Annual return | -17.38% | 3.53%-20.9pp | 35.95%-53.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $3,303 | $2,173+52.0% | $2,837+16.4% | $2,597+27.2% |
| Participant deferral / active EE | $7,939 | $3,779+110.1% | $4,656+70.5% | $4,028+97.1% |
| Admin fee / account holder | $2,144 | $6,113-64.9% | $7,493-71.4% | $5,404-60.3% |