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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 | $48,434 | $64,729-25.2% | $112,263-56.9% | $68,490-29.3% |
| Participation rate | 95.5% | 67.2%+28.3pp | 75.1%+20.4pp | 67.9%+27.6pp |
| Annual return | -18.44% | -11.40%-7.0pp | 27.49%-45.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $11,916 | $2,746+333.9% | $3,636+227.7% | $2,597+358.9% |
| Participant deferral / active EE | $1,725 | $3,566-51.6% | $4,729-63.5% | $4,028-57.2% |
| Admin fee / account holder | $3,803 | $5,222-27.2% | $6,410-40.7% | $5,403-29.6% |