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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 | $58,112 | $50,947+14.1% | $74,551-22.0% | $64,173-9.4% |
| Participation rate | 77.0% | 61.1%+16.0pp | 69.1%+7.9pp | 69.6%+7.5pp |
| Annual return | -4.62% | -1.85%-2.8pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $378 | $1,115-66.1% | $1,961-80.7% | $2,381-84.1% |
| Participant deferral / active EE | $1,565 | $2,302-32.0% | $3,108-49.7% | $3,470-54.9% |
| Admin fee / account holder | $13,871 | $4,221+228.6% | $5,059+174.2% | $4,887+183.8% |