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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 | $75,330 | $46,697+61.3% | $117,529-35.9% | $68,490+10.0% |
| Participation rate | 73.1% | 56.8%+16.3pp | 70.6%+2.5pp | 67.9%+5.2pp |
| Annual return | -17.19% | -14.52%-2.7pp | 29.77%-47.0pp | -7.85%-9.3pp |
| Employer contribution / active EE | $5,144 | $1,506+241.7% | $4,179+23.1% | $2,597+98.1% |
| Participant deferral / active EE | $5,425 | $2,637+105.7% | $4,072+33.2% | $4,028+34.7% |
| Admin fee / account holder | $6,736 | $4,023+67.5% | $5,645+19.3% | $5,403+24.7% |