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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 | $50,289 | $64,706-22.3% | $112,244-55.2% | $68,498-26.6% |
| Participation rate | 96.8% | 67.1%+29.6pp | 75.1%+21.7pp | 67.9%+28.9pp |
| Annual return | -14.55% | -11.40%-3.1pp | 27.46%-42.0pp | -7.84%-6.7pp |
| Employer contribution / active EE | $6,871 | $2,746+150.2% | $3,635+89.0% | $2,596+164.6% |
| Participant deferral / active EE | $2,417 | $3,565-32.2% | $4,728-48.9% | $4,027-40.0% |
| Admin fee / account holder | $8,505 | $5,231+62.6% | $6,411+32.7% | $5,403+57.4% |