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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 | $36,260 | $59,834-39.4% | $79,576-54.4% | $68,495-47.1% |
| Participation rate | 95.3% | 61.1%+34.3pp | 69.5%+25.8pp | 67.9%+27.4pp |
| Annual return | -15.73% | -12.30%-3.4pp | 0.15%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $5,465 | $1,505+263.1% | $2,413+126.5% | $2,596+110.5% |
| Participant deferral / active EE | $3,216 | $3,024+6.3% | $3,985-19.3% | $4,028-20.2% |
| Admin fee / account holder | $2,502 | $4,835-48.2% | $6,834-63.4% | $5,403-53.7% |