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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 | $48,357 | $50,947-5.1% | $74,549-35.1% | $64,173-24.6% |
| Participation rate | 93.5% | 61.1%+32.5pp | 69.1%+24.4pp | 69.6%+24.0pp |
| Annual return | -6.59% | -1.85%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,421 | $1,115+206.7% | $1,961+74.5% | $2,381+43.7% |
| Participant deferral / active EE | $3,853 | $2,302+67.4% | $3,108+24.0% | $3,470+11.0% |
| Admin fee / account holder | $1,080 | $4,221-74.4% | $5,059-78.6% | $4,887-77.9% |