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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 | $50,893 | $42,910+18.6% | $60,919-16.5% | $68,490-25.7% |
| Participation rate | 97.1% | 66.8%+30.4pp | 73.1%+24.0pp | 67.9%+29.2pp |
| Annual return | -9.98% | -13.99%+4.0pp | 16.96%-26.9pp | -7.85%-2.1pp |
| Employer contribution / active EE | $2,638 | $1,978+33.3% | $2,704-2.4% | $2,597+1.6% |
| Participant deferral / active EE | $1,055 | $2,866-63.2% | $3,814-72.3% | $4,028-73.8% |
| Admin fee / account holder | $6,907 | $3,104+122.5% | $3,228+114.0% | $5,403+27.8% |