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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 | $50,453 | $64,719-22.0% | $112,249-55.1% | $68,486-26.3% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.1%+21.2pp | 67.9%+28.4pp |
| Annual return | -9.06% | -11.40%+2.3pp | 27.48%-36.5pp | -7.85%-1.2pp |
| Employer contribution / active EE | $4,572 | $2,747+66.5% | $3,636+25.7% | $2,597+76.1% |
| Participant deferral / active EE | $3,351 | $3,565-6.0% | $4,729-29.1% | $4,028-16.8% |
| Admin fee / account holder | $4,357 | $5,232-16.7% | $6,412-32.1% | $5,404-19.4% |