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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 | $40,157 | $64,716-37.9% | $112,258-64.2% | $68,495-41.4% |
| Participation rate | 77.8% | 67.2%+10.6pp | 75.1%+2.7pp | 67.9%+9.9pp |
| Annual return | -14.54% | -11.40%-3.1pp | 27.47%-42.0pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,987 | $2,746+8.8% | $3,636-17.8% | $2,596+15.0% |
| Participant deferral / active EE | $6,338 | $3,565+77.8% | $4,728+34.0% | $4,028+57.4% |
| Admin fee / account holder | $14,292 | $5,232+173.2% | $6,411+122.9% | $5,403+164.5% |