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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 | $28,132 | $86,701-67.6% | $73,309-61.6% | $125,389-77.6% |
| Participation rate | 87.5% | 78.6%+8.9pp | 74.9%+12.6pp | 83.2%+4.3pp |
| Annual return | -2.21% | 2.78%-5.0pp | 5.67%-7.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $3,405 | $4,152-18.0% | $3,237+5.2% | $4,866-30.0% |
| Participant deferral / active EE | $4,186 | $5,549-24.6% | $4,991-16.1% | $5,352-21.8% |
| Admin fee / account holder | $1,140 | $7,768-85.3% | $5,635-79.8% | $9,541-88.0% |