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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 | $47,041 | $73,009-35.6% | $90,760-48.2% | $68,486-31.3% |
| Participation rate | 96.3% | 70.8%+25.5pp | 75.7%+20.6pp | 67.9%+28.4pp |
| Annual return | -7.35% | -13.81%+6.5pp | -12.16%+4.8pp | -7.85%+0.5pp |
| Employer contribution / active EE | $6,561 | $2,193+199.2% | $2,922+124.6% | $2,597+152.7% |
| Participant deferral / active EE | $17,563 | $3,626+384.3% | $4,565+284.7% | $4,028+336.1% |
| Admin fee / account holder | $2,540 | $5,896-56.9% | $8,444-69.9% | $5,404-53.0% |