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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 | $46,920 | $42,917+9.3% | $60,899-23.0% | $68,495-31.5% |
| Participation rate | 94.7% | 66.8%+28.0pp | 73.1%+21.6pp | 67.9%+26.8pp |
| Annual return | -9.50% | -13.99%+4.5pp | 16.92%-26.4pp | -7.84%-1.7pp |
| Employer contribution / active EE | $2,762 | $1,979+39.6% | $2,702+2.2% | $2,596+6.4% |
| Participant deferral / active EE | $2,804 | $2,867-2.2% | $3,817-26.5% | $4,028-30.4% |
| Admin fee / account holder | $14,932 | $3,102+381.3% | $3,225+363.0% | $5,403+176.3% |