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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 | $48,813 | $82,678-41.0% | $125,391-61.1% | $68,490-28.7% |
| Participation rate | 86.5% | 75.1%+11.4pp | 82.4%+4.1pp | 67.9%+18.6pp |
| Annual return | -17.60% | -5.97%-11.6pp | 572.41%-590.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $3,595 | $3,382+6.3% | $4,816-25.3% | $2,597+38.4% |
| Participant deferral / active EE | $4,654 | $6,111-23.9% | $7,448-37.5% | $4,028+15.5% |
| Admin fee / account holder | $11,782 | $6,277+87.7% | $10,009+17.7% | $5,403+118.1% |