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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 | $51,468 | $71,873-28.4% | $86,698-40.6% | $68,490-24.9% |
| Participation rate | 97.5% | 72.2%+25.3pp | 76.6%+20.9pp | 67.9%+29.6pp |
| Annual return | -15.41% | 3.54%-19.0pp | 35.96%-51.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,993 | $2,173-8.3% | $2,837-29.7% | $2,597-23.2% |
| Participant deferral / active EE | $2,157 | $3,779-42.9% | $4,656-53.7% | $4,028-46.4% |
| Admin fee / account holder | $10,257 | $6,110+67.9% | $7,492+36.9% | $5,403+89.8% |