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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 | $52,340 | $64,719-19.1% | $112,249-53.4% | $68,486-23.6% |
| Participation rate | 81.8% | 67.2%+14.7pp | 75.1%+6.8pp | 67.9%+13.9pp |
| Annual return | -17.63% | -11.40%-6.2pp | 27.48%-45.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $6,579 | $2,747+139.5% | $3,636+80.9% | $2,597+153.4% |
| Participant deferral / active EE | $2,608 | $3,565-26.8% | $4,729-44.8% | $4,028-35.2% |
| Admin fee / account holder | $2,788 | $5,232-46.7% | $6,412-56.5% | $5,404-48.4% |