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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 | $53,655 | $42,909+25.0% | $60,906-11.9% | $68,486-21.7% |
| Participation rate | 93.9% | 66.8%+27.2pp | 73.1%+20.8pp | 67.9%+26.0pp |
| Annual return | -12.29% | -13.99%+1.7pp | 16.94%-29.2pp | -7.85%-4.4pp |
| Employer contribution / active EE | $9,285 | $1,979+369.3% | $2,703+243.5% | $2,597+257.6% |
| Participant deferral / active EE | $2,831 | $2,866-1.2% | $3,814-25.8% | $4,028-29.7% |
| Admin fee / account holder | $1,485 | $3,104-52.2% | $3,227-54.0% | $5,404-72.5% |