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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 | $35,363 | $48,267-26.7% | $68,808-48.6% | $68,486-48.4% |
| Participation rate | 93.4% | 60.7%+32.8pp | 69.0%+24.4pp | 67.9%+25.5pp |
| Annual return | -14.83% | -12.70%-2.1pp | -6.37%-8.5pp | -7.85%-7.0pp |
| Employer contribution / active EE | $4,738 | $1,829+159.0% | $2,656+78.4% | $2,597+82.5% |
| Participant deferral / active EE | $2,974 | $2,867+3.7% | $3,942-24.6% | $4,028-26.2% |
| Admin fee / account holder | $1,289 | $4,362-70.4% | $4,936-73.9% | $5,404-76.1% |