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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 | $50,802 | $113,941-55.4% | $94,229-46.1% | $125,389-59.5% |
| Participation rate | 90.0% | 82.9%+7.1pp | 78.8%+11.2pp | 83.2%+6.8pp |
| Annual return | -2.04% | 5.29%-7.3pp | 10.68%-12.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $6,350 | $4,727+34.3% | $3,587+77.0% | $4,866+30.5% |
| Participant deferral / active EE | $1,755 | $5,179-66.1% | $4,320-59.4% | $5,352-67.2% |
| Admin fee / account holder | $4,354 | $8,392-48.1% | $6,269-30.5% | $9,541-54.4% |