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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 | $50,694 | $71,878-29.5% | $86,698-41.5% | $68,486-26.0% |
| Participation rate | 84.8% | 72.2%+12.6pp | 76.6%+8.3pp | 67.9%+17.0pp |
| Annual return | -10.82% | 3.53%-14.4pp | 35.95%-46.8pp | -7.85%-3.0pp |
| Employer contribution / active EE | $2,972 | $2,173+36.8% | $2,837+4.8% | $2,597+14.5% |
| Participant deferral / active EE | $5,158 | $3,779+36.5% | $4,656+10.8% | $4,028+28.1% |
| Admin fee / account holder | $32,493 | $6,113+431.6% | $7,493+333.7% | $5,404+501.3% |