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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 | $46,970 | $64,719-27.4% | $112,249-58.2% | $68,486-31.4% |
| Participation rate | 75.9% | 67.2%+8.7pp | 75.1%+0.8pp | 67.9%+8.0pp |
| Annual return | -11.49% | -11.40%-0.1pp | 27.48%-39.0pp | -7.85%-3.6pp |
| Employer contribution / active EE | $3,260 | $2,747+18.7% | $3,636-10.3% | $2,597+25.5% |
| Participant deferral / active EE | $9,147 | $3,565+156.6% | $4,729+93.4% | $4,028+127.1% |
| Admin fee / account holder | $16,778 | $5,232+220.7% | $6,412+161.6% | $5,404+210.5% |