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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 | $57,146 | $48,267+18.4% | $68,808-16.9% | $68,486-16.6% |
| Participation rate | 90.6% | 60.7%+30.0pp | 69.0%+21.6pp | 67.9%+22.7pp |
| Annual return | -18.77% | -12.70%-6.1pp | -6.37%-12.4pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,844 | $1,829+55.5% | $2,656+7.1% | $2,597+9.5% |
| Participant deferral / active EE | $5,712 | $2,867+99.2% | $3,942+44.9% | $4,028+41.8% |
| Admin fee / account holder | $2,558 | $4,362-41.4% | $4,936-48.2% | $5,404-52.7% |