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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 | $52,195 | $84,518-38.2% | $67,704-22.9% | $125,389-58.4% |
| Participation rate | 75.0% | 74.8%+0.2pp | 67.5%+7.5pp | 83.2%-8.2pp |
| Annual return | -2.48% | 2.57%-5.1pp | 25.41%-27.9pp | 282.24%-284.7pp |
| Employer contribution / active EE | $4,215 | $3,292+28.0% | $2,559+64.7% | $4,866-13.4% |
| Participant deferral / active EE | $6,276 | $4,430+41.7% | $3,585+75.0% | $5,352+17.3% |
| Admin fee / account holder | $8,101 | $5,340+51.7% | $4,255+90.4% | $9,541-15.1% |