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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 | $43,326 | $64,719-33.1% | $112,249-61.4% | $68,486-36.7% |
| Participation rate | 90.8% | 67.2%+23.6pp | 75.1%+15.7pp | 67.9%+22.9pp |
| Annual return | -17.17% | -11.40%-5.8pp | 27.48%-44.7pp | -7.85%-9.3pp |
| Employer contribution / active EE | $5,542 | $2,747+101.8% | $3,636+52.4% | $2,597+113.4% |
| Participant deferral / active EE | $1,624 | $3,565-54.4% | $4,729-65.7% | $4,028-59.7% |
| Admin fee / account holder | $5,485 | $5,232+4.8% | $6,412-14.5% | $5,404+1.5% |