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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 | $42,158 | $73,009-42.3% | $90,756-53.5% | $68,495-38.5% |
| Participation rate | 93.8% | 70.8%+22.9pp | 75.7%+18.1pp | 67.9%+25.9pp |
| Annual return | -12.92% | -13.81%+0.9pp | -12.16%-0.8pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,897 | $2,193+32.1% | $2,922-0.9% | $2,596+11.6% |
| Participant deferral / active EE | $5,790 | $3,626+59.7% | $4,565+26.8% | $4,028+43.8% |
| Admin fee / account holder | $4,769 | $5,896-19.1% | $8,445-43.5% | $5,403-11.7% |