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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 | $42,515 | $64,719-34.3% | $112,249-62.1% | $68,486-37.9% |
| Participation rate | 98.7% | 67.2%+31.5pp | 75.1%+23.6pp | 67.9%+30.8pp |
| Annual return | -14.28% | -11.40%-2.9pp | 27.48%-41.8pp | -7.85%-6.4pp |
| Employer contribution / active EE | $3,234 | $2,747+17.8% | $3,636-11.0% | $2,597+24.6% |
| Participant deferral / active EE | $5,608 | $3,565+57.3% | $4,729+18.6% | $4,028+39.2% |
| Admin fee / account holder | $6,619 | $5,232+26.5% | $6,412+3.2% | $5,404+22.5% |