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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 | $49,558 | $56,339-12.0% | $104,299-52.5% | $68,490-27.6% |
| Participation rate | 97.2% | 63.3%+34.0pp | 73.3%+23.9pp | 67.9%+29.3pp |
| Annual return | -12.06% | -9.19%-2.9pp | 24.62%-36.7pp | -7.85%-4.2pp |
| Employer contribution / active EE | $2,423 | $1,960+23.6% | $3,373-28.2% | $2,597-6.7% |
| Participant deferral / active EE | $6,169 | $3,077+100.5% | $4,626+33.4% | $4,028+53.2% |
| Admin fee / account holder | $1,994 | $4,902-59.3% | $7,339-72.8% | $5,403-63.1% |