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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 | $55,614 | $46,689+19.1% | $117,498-52.7% | $68,495-18.8% |
| Participation rate | 83.3% | 56.8%+26.5pp | 70.6%+12.7pp | 67.9%+15.4pp |
| Annual return | -18.04% | -14.52%-3.5pp | 29.75%-47.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,945 | $1,505+29.2% | $4,178-53.5% | $2,596-25.1% |
| Participant deferral / active EE | $3,512 | $2,637+33.2% | $4,071-13.7% | $4,028-12.8% |
| Admin fee / account holder | $1,936 | $4,021-51.9% | $5,646-65.7% | $5,403-64.2% |