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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 | $56,503 | $64,729-12.7% | $112,263-49.7% | $68,490-17.5% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.1%+12.4pp | 67.9%+19.6pp |
| Annual return | -9.98% | -11.40%+1.4pp | 27.49%-37.5pp | -7.85%-2.1pp |
| Employer contribution / active EE | $5,581 | $2,746+103.2% | $3,636+53.5% | $2,597+114.9% |
| Participant deferral / active EE | $2,321 | $3,566-34.9% | $4,729-50.9% | $4,028-42.4% |
| Admin fee / account holder | $551 | $5,222-89.4% | $6,410-91.4% | $5,403-89.8% |