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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 | $49,751 | $110,083-54.8% | $151,645-67.2% | $68,490-27.4% |
| Participation rate | 95.0% | 84.0%+11.0pp | 87.5%+7.5pp | 67.9%+27.1pp |
| Annual return | -15.41% | -10.12%-5.3pp | 3.34%-18.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $3,690 | $4,470-17.4% | $6,165-40.1% | $2,597+42.1% |
| Participant deferral / active EE | $3,921 | $6,526-39.9% | $8,363-53.1% | $4,028-2.6% |
| Admin fee / account holder | $4,264 | $7,718-44.8% | $11,614-63.3% | $5,403-21.1% |