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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 | $59,067 | $64,719-8.7% | $112,249-47.4% | $68,486-13.8% |
| Participation rate | 89.2% | 67.2%+22.1pp | 75.1%+14.2pp | 67.9%+21.3pp |
| Annual return | -16.81% | -11.40%-5.4pp | 27.48%-44.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $16,892 | $2,747+515.0% | $3,636+364.6% | $2,597+550.5% |
| Participant deferral / active EE | $2,582 | $3,565-27.6% | $4,729-45.4% | $4,028-35.9% |
| Admin fee / account holder | $10,698 | $5,232+104.5% | $6,412+66.8% | $5,404+98.0% |