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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 | $41,885 | $81,870-48.8% | $119,634-65.0% | $68,490-38.8% |
| Participation rate | 82.5% | 71.9%+10.6pp | 79.3%+3.3pp | 67.9%+14.6pp |
| Annual return | -17.63% | -23.82%+6.2pp | -14.98%-2.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,502 | $2,692-7.0% | $4,232-40.9% | $2,597-3.6% |
| Participant deferral / active EE | $4,914 | $4,148+18.5% | $5,601-12.3% | $4,028+22.0% |
| Admin fee / account holder | $20,617 | $6,583+213.2% | $10,329+99.6% | $5,403+281.6% |