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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 | $48,265 | $71,873-32.8% | $86,698-44.3% | $68,490-29.5% |
| Participation rate | 96.7% | 72.2%+24.4pp | 76.6%+20.1pp | 67.9%+28.8pp |
| Annual return | -16.77% | 3.54%-20.3pp | 35.96%-52.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $5,893 | $2,173+171.1% | $2,837+107.7% | $2,597+126.9% |
| Participant deferral / active EE | $5,689 | $3,779+50.5% | $4,656+22.2% | $4,028+41.2% |
| Admin fee / account holder | $8,867 | $6,110+45.1% | $7,492+18.4% | $5,403+64.1% |