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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 | $54,421 | $64,706-15.9% | $112,244-51.5% | $68,498-20.6% |
| Participation rate | 88.1% | 67.1%+20.9pp | 75.1%+13.0pp | 67.9%+20.2pp |
| Annual return | -19.20% | -11.40%-7.8pp | 27.46%-46.7pp | -7.84%-11.4pp |
| Employer contribution / active EE | $14,413 | $2,746+424.9% | $3,635+296.5% | $2,596+455.1% |
| Participant deferral / active EE | $2,208 | $3,565-38.1% | $4,728-53.3% | $4,027-45.2% |
| Admin fee / account holder | $7,272 | $5,231+39.0% | $6,411+13.4% | $5,403+34.6% |