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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 | $51,765 | $59,819-13.5% | $79,583-35.0% | $68,490-24.4% |
| Participation rate | 95.7% | 61.1%+34.7pp | 69.5%+26.3pp | 67.9%+27.8pp |
| Annual return | -16.10% | -12.30%-3.8pp | 0.16%-16.3pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,212 | $1,505+46.9% | $2,414-8.4% | $2,597-14.8% |
| Participant deferral / active EE | $1,755 | $3,025-42.0% | $3,986-56.0% | $4,028-56.4% |
| Admin fee / account holder | $1,208 | $4,835-75.0% | $6,835-82.3% | $5,403-77.6% |