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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 | $37,574 | $64,716-41.9% | $112,258-66.5% | $68,495-45.1% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -15.38% | -11.40%-4.0pp | 27.47%-42.9pp | -7.84%-7.5pp |
| Employer contribution / active EE | $5,101 | $2,746+85.7% | $3,636+40.3% | $2,596+96.4% |
| Participant deferral / active EE | $6,497 | $3,565+82.2% | $4,728+37.4% | $4,028+61.3% |
| Admin fee / account holder | $3,085 | $5,232-41.0% | $6,411-51.9% | $5,403-42.9% |