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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 | $37,635 | $73,848-49.0% | $143,799-73.8% | $68,486-45.0% |
| Participation rate | 75.9% | 66.7%+9.2pp | 80.3%-4.5pp | 67.9%+8.0pp |
| Annual return | -17.42% | 0.91%-18.3pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $4,816 | $3,184+51.2% | $4,952-2.8% | $2,597+85.5% |
| Participant deferral / active EE | $3,842 | $3,385+13.5% | $5,638-31.9% | $4,028-4.6% |
| Admin fee / account holder | $312 | $5,755-94.6% | $14,677-97.9% | $5,404-94.2% |