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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 | $43,385 | $77,817-44.2% | $123,553-64.9% | $64,173-32.4% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.3%+12.0pp | 69.6%+24.7pp |
| Annual return | -8.05% | 12.49%-20.5pp | 119.21%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $4,096 | $3,014+35.9% | $4,628-11.5% | $2,381+72.1% |
| Participant deferral / active EE | $9,166 | $5,240+74.9% | $6,426+42.6% | $3,470+164.2% |
| Admin fee / account holder | $1,528 | $5,519-72.3% | $9,284-83.5% | $4,887-68.7% |