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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 | $50,342 | $64,729-22.2% | $112,263-55.2% | $68,490-26.5% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -14.03% | -11.40%-2.6pp | 27.49%-41.5pp | -7.85%-6.2pp |
| Employer contribution / active EE | $14,425 | $2,746+425.3% | $3,636+296.7% | $2,597+455.5% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,766 | $5,222-27.9% | $6,410-41.3% | $5,403-30.3% |