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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 | $39,356 | $64,729-39.2% | $112,263-64.9% | $68,490-42.5% |
| Participation rate | 98.0% | 67.2%+30.8pp | 75.1%+22.9pp | 67.9%+30.1pp |
| Annual return | -18.08% | -11.40%-6.7pp | 27.49%-45.6pp | -7.85%-10.2pp |
| Employer contribution / active EE | $4,034 | $2,746+46.9% | $3,636+10.9% | $2,597+55.3% |
| Participant deferral / active EE | $8,329 | $3,566+133.6% | $4,729+76.1% | $4,028+106.8% |
| Admin fee / account holder | $3,579 | $5,222-31.5% | $6,410-44.2% | $5,403-33.8% |