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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 | $50,848 | $59,819-15.0% | $79,583-36.1% | $68,490-25.8% |
| Participation rate | 95.0% | 61.1%+33.9pp | 69.5%+25.5pp | 67.9%+27.1pp |
| Annual return | -10.58% | -12.30%+1.7pp | 0.16%-10.7pp | -7.85%-2.7pp |
| Employer contribution / active EE | $5,006 | $1,505+232.6% | $2,414+107.4% | $2,597+92.8% |
| Participant deferral / active EE | $2,045 | $3,025-32.4% | $3,986-48.7% | $4,028-49.2% |
| Admin fee / account holder | $1,618 | $4,835-66.5% | $6,835-76.3% | $5,403-70.0% |