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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 | $65,230 | $45,872+42.2% | $77,081-15.4% | $68,495-4.8% |
| Participation rate | 78.1% | 55.9%+22.2pp | 67.9%+10.2pp | 67.9%+10.2pp |
| Annual return | -17.44% | 1.73%-19.2pp | 42.33%-59.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,455 | $1,650-11.8% | $2,813-48.3% | $2,596-44.0% |
| Participant deferral / active EE | $2,333 | $2,963-21.2% | $4,428-47.3% | $4,028-42.1% |
| Admin fee / account holder | $1,558 | $3,041-48.8% | $5,427-71.3% | $5,403-71.2% |