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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 | $57,249 | $81,870-30.1% | $119,634-52.1% | $68,490-16.4% |
| Participation rate | 90.3% | 71.9%+18.4pp | 79.3%+11.1pp | 67.9%+22.4pp |
| Annual return | -18.12% | -23.82%+5.7pp | -14.98%-3.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $4,332 | $2,692+60.9% | $4,232+2.3% | $2,597+66.8% |
| Participant deferral / active EE | $9,204 | $4,148+121.9% | $5,601+64.3% | $4,028+128.5% |
| Admin fee / account holder | $9,335 | $6,583+41.8% | $10,329-9.6% | $5,403+72.8% |