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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 | $48,585 | $42,910+13.2% | $60,919-20.2% | $68,490-29.1% |
| Participation rate | 88.0% | 66.8%+21.2pp | 73.1%+14.9pp | 67.9%+20.1pp |
| Annual return | -16.67% | -13.99%-2.7pp | 16.96%-33.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,660 | $1,978+34.4% | $2,704-1.6% | $2,597+2.4% |
| Participant deferral / active EE | $4,178 | $2,866+45.8% | $3,814+9.5% | $4,028+3.7% |
| Admin fee / account holder | $5,592 | $3,104+80.1% | $3,228+73.2% | $5,403+3.5% |