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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 | $54,951 | $64,719-15.1% | $112,249-51.0% | $68,486-19.8% |
| Participation rate | 98.4% | 67.2%+31.3pp | 75.1%+23.4pp | 67.9%+30.5pp |
| Annual return | -18.15% | -11.40%-6.8pp | 27.48%-45.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $4,862 | $2,747+77.0% | $3,636+33.7% | $2,597+87.2% |
| Participant deferral / active EE | $4,512 | $3,565+26.6% | $4,729-4.6% | $4,028+12.0% |
| Admin fee / account holder | $21,330 | $5,232+307.7% | $6,412+232.6% | $5,404+294.7% |