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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 | $41,770 | $71,873-41.9% | $86,698-51.8% | $68,490-39.0% |
| Participation rate | 98.8% | 72.2%+26.6pp | 76.6%+22.2pp | 67.9%+30.9pp |
| Annual return | -8.27% | 3.54%-11.8pp | 35.96%-44.2pp | -7.85%-0.4pp |
| Employer contribution / active EE | $3,903 | $2,173+79.6% | $2,837+37.6% | $2,597+50.3% |
| Participant deferral / active EE | $9,647 | $3,779+155.3% | $4,656+107.2% | $4,028+139.5% |
| Admin fee / account holder | $1,797 | $6,110-70.6% | $7,492-76.0% | $5,403-66.7% |