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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 | $49,952 | $127,387-60.8% | $115,038-56.6% | $125,389-60.2% |
| Participation rate | 95.5% | 84.2%+11.3pp | 81.4%+14.1pp | 83.2%+12.3pp |
| Annual return | -0.70% | 31.28%-32.0pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $2,765 | $5,166-46.5% | $4,608-40.0% | $4,866-43.2% |
| Participant deferral / active EE | $3,698 | $6,423-42.4% | $6,026-38.6% | $5,352-30.9% |
| Admin fee / account holder | $15,339 | $9,516+61.2% | $8,175+87.6% | $9,541+60.8% |