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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 | $44,645 | $64,729-31.0% | $112,263-60.2% | $68,490-34.8% |
| Participation rate | 73.2% | 67.2%+6.0pp | 75.1%-1.9pp | 67.9%+5.3pp |
| Annual return | -16.76% | -11.40%-5.4pp | 27.49%-44.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $3,956 | $2,746+44.1% | $3,636+8.8% | $2,597+52.3% |
| Participant deferral / active EE | $4,044 | $3,566+13.4% | $4,729-14.5% | $4,028+0.4% |
| Admin fee / account holder | $6,360 | $5,222+21.8% | $6,410-0.8% | $5,403+17.7% |