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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 | $25,494 | $65,092-60.8% | $143,799-82.3% | $66,938-61.9% |
| Participation rate | 82.0% | 65.2%+16.8pp | 80.3%+1.7pp | 69.8%+12.2pp |
| Annual return | -14.86% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,509 | $2,362-36.1% | $4,952-69.5% | $2,545-40.7% |
| Participant deferral / active EE | $3,733 | $2,920+27.8% | $5,638-33.8% | $4,238-11.9% |
| Admin fee / account holder | $3,679 | $502+632.3% | $14,677-74.9% | $594+519.9% |