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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 | $36,104 | $64,729-44.2% | $112,263-67.8% | $68,490-47.3% |
| Participation rate | 88.0% | 67.2%+20.8pp | 75.1%+12.9pp | 67.9%+20.1pp |
| Annual return | -7.07% | -11.40%+4.3pp | 27.49%-34.6pp | -7.85%+0.8pp |
| Employer contribution / active EE | $3,628 | $2,746+32.1% | $3,636-0.2% | $2,597+39.7% |
| Participant deferral / active EE | $1,897 | $3,566-46.8% | $4,729-59.9% | $4,028-52.9% |
| Admin fee / account holder | $10,264 | $5,222+96.6% | $6,410+60.1% | $5,403+90.0% |