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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 | $23,731 | $71,873-67.0% | $86,698-72.6% | $68,490-65.4% |
| Participation rate | 96.0% | 72.2%+23.8pp | 76.6%+19.4pp | 67.9%+28.1pp |
| Annual return | -15.24% | 3.54%-18.8pp | 35.96%-51.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $3,511 | $2,173+61.6% | $2,837+23.8% | $2,597+35.2% |
| Participant deferral / active EE | $2,834 | $3,779-25.0% | $4,656-39.1% | $4,028-29.6% |
| Admin fee / account holder | $14,922 | $6,110+144.2% | $7,492+99.2% | $5,403+176.2% |