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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 | $48,442 | $46,697+3.7% | $117,529-58.8% | $68,490-29.3% |
| Participation rate | 83.8% | 56.8%+27.0pp | 70.6%+13.2pp | 67.9%+15.9pp |
| Annual return | -18.01% | -14.52%-3.5pp | 29.77%-47.8pp | -7.85%-10.2pp |
| Employer contribution / active EE | $4,837 | $1,506+221.3% | $4,179+15.7% | $2,597+86.3% |
| Participant deferral / active EE | $9,203 | $2,637+248.9% | $4,072+126.0% | $4,028+128.5% |
| Admin fee / account holder | $571 | $4,023-85.8% | $5,645-89.9% | $5,403-89.4% |