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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 | $82,209 | $110,083-25.3% | $151,645-45.8% | $68,490+20.0% |
| Participation rate | 81.0% | 84.0%-2.9pp | 87.5%-6.5pp | 67.9%+13.1pp |
| Annual return | -13.48% | -10.12%-3.4pp | 3.34%-16.8pp | -7.85%-5.6pp |
| Employer contribution / active EE | $3,344 | $4,470-25.2% | $6,165-45.8% | $2,597+28.8% |
| Participant deferral / active EE | $3,976 | $6,526-39.1% | $8,363-52.5% | $4,028-1.3% |
| Admin fee / account holder | $24,277 | $7,718+214.6% | $11,614+109.0% | $5,403+349.3% |