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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 | $47,458 | $59,813-20.7% | $79,580-40.4% | $68,486-30.7% |
| Participation rate | 80.3% | 61.1%+19.2pp | 69.5%+10.8pp | 67.9%+12.4pp |
| Annual return | -16.42% | -12.30%-4.1pp | 0.15%-16.6pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,041 | $1,505+102.1% | $2,413+26.0% | $2,597+17.1% |
| Participant deferral / active EE | $4,602 | $3,024+52.2% | $3,985+15.5% | $4,028+14.3% |
| Admin fee / account holder | $925 | $4,835-80.9% | $6,835-86.5% | $5,404-82.9% |