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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 | $54,084 | $42,909+26.0% | $60,906-11.2% | $68,486-21.0% |
| Participation rate | 94.7% | 66.8%+27.9pp | 73.1%+21.6pp | 67.9%+26.8pp |
| Annual return | -16.47% | -13.99%-2.5pp | 16.94%-33.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,184 | $1,979+60.9% | $2,703+17.8% | $2,597+22.6% |
| Participant deferral / active EE | $6,485 | $2,866+126.3% | $3,814+70.0% | $4,028+61.0% |
| Admin fee / account holder | $1,951 | $3,104-37.2% | $3,227-39.5% | $5,404-63.9% |