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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 | $58,529 | $76,912-23.9% | $129,118-54.7% | $68,490-14.5% |
| Participation rate | 96.9% | 69.1%+27.7pp | 77.2%+19.6pp | 67.9%+29.0pp |
| Annual return | -17.60% | -9.78%-7.8pp | -10.94%-6.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $5,325 | $3,243+64.2% | $5,051+5.4% | $2,597+105.1% |
| Participant deferral / active EE | $9,215 | $4,732+94.7% | $6,539+40.9% | $4,028+128.8% |
| Admin fee / account holder | $16,092 | $6,638+142.4% | $14,305+12.5% | $5,403+197.8% |