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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 | $64,716-22.0% | $112,258-55.1% | $68,495-26.3% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.1%+21.2pp | 67.9%+28.4pp |
| Annual return | -9.06% | -11.40%+2.3pp | 27.47%-36.5pp | -7.84%-1.2pp |
| Employer contribution / active EE | $4,572 | $2,746+66.5% | $3,636+25.8% | $2,596+76.1% |
| Participant deferral / active EE | $3,351 | $3,565-6.0% | $4,728-29.1% | $4,028-16.8% |
| Admin fee / account holder | $4,357 | $5,232-16.7% | $6,411-32.0% | $5,403-19.4% |