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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 | $51,808 | $73,839-29.8% | $143,788-64.0% | $68,495-24.4% |
| Participation rate | 70.9% | 66.7%+4.3pp | 80.3%-9.4pp | 67.9%+3.0pp |
| Annual return | -18.96% | 1.01%-20.0pp | -0.03%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,769 | $3,184-44.4% | $4,952-64.3% | $2,596-31.9% |
| Participant deferral / active EE | $3,621 | $3,384+7.0% | $5,638-35.8% | $4,028-10.1% |
| Admin fee / account holder | $5,358 | $5,755-6.9% | $14,675-63.5% | $5,403-0.8% |