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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 | $51,969 | $71,878-27.7% | $86,698-40.1% | $68,486-24.1% |
| Participation rate | 95.7% | 72.2%+23.4pp | 76.6%+19.1pp | 67.9%+27.8pp |
| Annual return | -11.49% | 3.53%-15.0pp | 35.95%-47.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $1,609 | $2,173-25.9% | $2,837-43.3% | $2,597-38.0% |
| Participant deferral / active EE | $3,811 | $3,779+0.8% | $4,656-18.2% | $4,028-5.4% |
| Admin fee / account holder | $11,974 | $6,113+95.9% | $7,493+59.8% | $5,404+121.6% |