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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 | $53,761 | $81,870-34.3% | $119,608-55.1% | $68,495-21.5% |
| Participation rate | 97.8% | 71.9%+25.9pp | 79.3%+18.5pp | 67.9%+29.9pp |
| Annual return | -16.04% | -23.82%+7.8pp | -14.98%-1.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,744 | $2,692+1.9% | $4,232-35.2% | $2,596+5.7% |
| Participant deferral / active EE | $4,154 | $4,148+0.1% | $5,601-25.8% | $4,028+3.1% |
| Admin fee / account holder | $10,426 | $6,583+58.4% | $10,326+1.0% | $5,403+93.0% |