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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 | $28,201 | $46,697-39.6% | $117,533-76.0% | $68,486-58.8% |
| Participation rate | 92.5% | 56.8%+35.7pp | 70.6%+21.9pp | 67.9%+24.6pp |
| Annual return | -12.89% | -14.52%+1.6pp | 29.77%-42.7pp | -7.85%-5.0pp |
| Employer contribution / active EE | $2,186 | $1,506+45.2% | $4,179-47.7% | $2,597-15.8% |
| Participant deferral / active EE | $2,385 | $2,637-9.6% | $4,072-41.4% | $4,028-40.8% |
| Admin fee / account holder | $427 | $4,023-89.4% | $5,647-92.4% | $5,404-92.1% |