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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 | $42,023 | $71,878-41.5% | $86,698-51.5% | $68,486-38.6% |
| Participation rate | 97.2% | 72.2%+25.0pp | 76.6%+20.6pp | 67.9%+29.3pp |
| Annual return | -8.49% | 3.53%-12.0pp | 35.95%-44.4pp | -7.85%-0.6pp |
| Employer contribution / active EE | $2,524 | $2,173+16.1% | $2,837-11.0% | $2,597-2.8% |
| Participant deferral / active EE | $3,301 | $3,779-12.6% | $4,656-29.1% | $4,028-18.0% |
| Admin fee / account holder | $642 | $6,113-89.5% | $7,493-91.4% | $5,404-88.1% |