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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 | $40,319 | $110,083-63.4% | $151,645-73.4% | $68,490-41.1% |
| Participation rate | 94.1% | 84.0%+10.2pp | 87.5%+6.6pp | 67.9%+26.2pp |
| Annual return | -13.13% | -10.12%-3.0pp | 3.34%-16.5pp | -7.85%-5.3pp |
| Employer contribution / active EE | $3,437 | $4,470-23.1% | $6,165-44.2% | $2,597+32.4% |
| Participant deferral / active EE | $4,300 | $6,526-34.1% | $8,363-48.6% | $4,028+6.7% |
| Admin fee / account holder | $19,801 | $7,718+156.6% | $11,614+70.5% | $5,403+266.5% |