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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 | $49,528 | $72,620-31.8% | $90,760-45.4% | $66,938-26.0% |
| Participation rate | 93.0% | 73.7%+19.3pp | 75.7%+17.3pp | 69.8%+23.2pp |
| Annual return | -16.01% | -12.28%-3.7pp | -12.16%-3.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $4,337 | $2,369+83.1% | $2,922+48.5% | $2,545+70.4% |
| Participant deferral / active EE | $5,092 | $3,979+28.0% | $4,565+11.6% | $4,238+20.2% |
| Admin fee / account holder | $5,160 | $707+629.5% | $8,444-38.9% | $594+769.3% |