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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 | $43,539 | $71,878-39.4% | $86,698-49.8% | $68,486-36.4% |
| Participation rate | 95.0% | 72.2%+22.8pp | 76.6%+18.4pp | 67.9%+27.1pp |
| Annual return | -18.45% | 3.53%-22.0pp | 35.95%-54.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $13,391 | $2,173+516.2% | $2,837+372.1% | $2,597+415.7% |
| Participant deferral / active EE | $7,187 | $3,779+90.2% | $4,656+54.3% | $4,028+78.4% |
| Admin fee / account holder | $7,981 | $6,113+30.6% | $7,493+6.5% | $5,404+47.7% |