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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 | $44,825 | $82,678-45.8% | $125,391-64.3% | $68,490-34.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -12.16% | -5.97%-6.2pp | 572.41%-584.6pp | -7.85%-4.3pp |
| Employer contribution / active EE | $2,677 | $3,382-20.8% | $4,816-44.4% | $2,597+3.1% |
| Participant deferral / active EE | $4,797 | $6,111-21.5% | $7,448-35.6% | $4,028+19.1% |
| Admin fee / account holder | $5,709 | $6,277-9.0% | $10,009-43.0% | $5,403+5.7% |