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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 | $43,862 | $83,908-47.7% | $68,509-36.0% | $125,389-65.0% |
| Participation rate | 93.8% | 78.2%+15.6pp | 74.7%+19.0pp | 83.2%+10.6pp |
| Annual return | -0.99% | 14.48%-15.5pp | 8.27%-9.3pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,327 | $3,031-23.2% | $2,278+2.2% | $4,866-52.2% |
| Participant deferral / active EE | $4,916 | $4,125+19.2% | $3,382+45.4% | $5,352-8.1% |
| Admin fee / account holder | $2,477 | $8,982-72.4% | $5,275-53.0% | $9,541-74.0% |