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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 | $38,322 | $64,729-40.8% | $112,263-65.9% | $68,490-44.0% |
| Participation rate | 85.7% | 67.2%+18.6pp | 75.1%+10.7pp | 67.9%+17.8pp |
| Annual return | -15.48% | -11.40%-4.1pp | 27.49%-43.0pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,406 | $2,746-12.4% | $3,636-33.8% | $2,597-7.3% |
| Participant deferral / active EE | $4,556 | $3,566+27.8% | $4,729-3.7% | $4,028+13.1% |
| Admin fee / account holder | $6,894 | $5,222+32.0% | $6,410+7.5% | $5,403+27.6% |