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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 | $52,470 | $64,729-18.9% | $112,263-53.3% | $68,490-23.4% |
| Participation rate | 88.5% | 67.2%+21.3pp | 75.1%+13.4pp | 67.9%+20.6pp |
| Annual return | -17.61% | -11.40%-6.2pp | 27.49%-45.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $3,031 | $2,746+10.4% | $3,636-16.6% | $2,597+16.7% |
| Participant deferral / active EE | $7,194 | $3,566+101.8% | $4,729+52.1% | $4,028+78.6% |
| Admin fee / account holder | $2,579 | $5,222-50.6% | $6,410-59.8% | $5,403-52.3% |