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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 | $38,547 | $102,661-62.5% | $151,645-74.6% | $66,949-42.4% |
| Participation rate | 97.0% | 85.5%+11.4pp | 87.5%+9.5pp | 69.8%+27.1pp |
| Annual return | -14.11% | -10.81%-3.3pp | 3.34%-17.4pp | 1.57%-15.7pp |
| Employer contribution / active EE | $4,383 | $4,184+4.7% | $6,165-28.9% | $2,545+72.2% |
| Participant deferral / active EE | $8,832 | $6,645+32.9% | $8,363+5.6% | $4,239+108.4% |
| Admin fee / account holder | $2,225 | $630+252.9% | $11,614-80.8% | $594+274.8% |