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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 | $58,590 | $48,267+21.4% | $68,808-14.9% | $68,486-14.4% |
| Participation rate | 74.6% | 60.7%+14.0pp | 69.0%+5.6pp | 67.9%+6.8pp |
| Annual return | -9.80% | -12.70%+2.9pp | -6.37%-3.4pp | -7.85%-1.9pp |
| Employer contribution / active EE | $1,249 | $1,829-31.7% | $2,656-53.0% | $2,597-51.9% |
| Participant deferral / active EE | $4,785 | $2,867+66.9% | $3,942+21.4% | $4,028+18.8% |
| Admin fee / account holder | $7,201 | $4,362+65.1% | $4,936+45.9% | $5,404+33.3% |