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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 | $43,775 | $73,848-40.7% | $143,799-69.6% | $68,486-36.1% |
| Participation rate | 85.2% | 66.7%+18.5pp | 80.3%+4.9pp | 67.9%+17.3pp |
| Annual return | -12.16% | 0.91%-13.1pp | -0.04%-12.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $4,250 | $3,184+33.5% | $4,952-14.2% | $2,597+63.7% |
| Participant deferral / active EE | $4,870 | $3,385+43.9% | $5,638-13.6% | $4,028+20.9% |
| Admin fee / account holder | $1,219 | $5,755-78.8% | $14,677-91.7% | $5,404-77.4% |