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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 | $36,217 | $46,697-22.4% | $117,533-69.2% | $68,486-47.1% |
| Participation rate | 93.0% | 56.8%+36.2pp | 70.6%+22.4pp | 67.9%+25.1pp |
| Annual return | -17.94% | -14.52%-3.4pp | 29.77%-47.7pp | -7.85%-10.1pp |
| Employer contribution / active EE | $910 | $1,506-39.5% | $4,179-78.2% | $2,597-64.9% |
| Participant deferral / active EE | $4,323 | $2,637+63.9% | $4,072+6.2% | $4,028+7.3% |
| Admin fee / account holder | $1,811 | $4,023-55.0% | $5,647-67.9% | $5,404-66.5% |