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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 | $46,088 | $42,909+7.4% | $60,906-24.3% | $68,486-32.7% |
| Participation rate | 96.4% | 66.8%+29.7pp | 73.1%+23.3pp | 67.9%+28.5pp |
| Annual return | -10.47% | -13.99%+3.5pp | 16.94%-27.4pp | -7.85%-2.6pp |
| Employer contribution / active EE | $6,778 | $1,979+242.5% | $2,703+150.7% | $2,597+161.0% |
| Participant deferral / active EE | $15,868 | $2,866+453.6% | $3,814+316.1% | $4,028+294.0% |
| Admin fee / account holder | $13,682 | $3,104+340.8% | $3,227+324.0% | $5,404+153.2% |