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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 | $40,246 | $71,878-44.0% | $86,698-53.6% | $68,486-41.2% |
| Participation rate | 92.0% | 72.2%+19.8pp | 76.6%+15.4pp | 67.9%+24.1pp |
| Annual return | -15.02% | 3.53%-18.6pp | 35.95%-51.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $4,651 | $2,173+114.0% | $2,837+64.0% | $2,597+79.1% |
| Participant deferral / active EE | $4,948 | $3,779+30.9% | $4,656+6.3% | $4,028+22.8% |
| Admin fee / account holder | $995 | $6,113-83.7% | $7,493-86.7% | $5,404-81.6% |