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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 | $55,552 | $48,267+15.1% | $68,794-19.2% | $68,495-18.9% |
| Participation rate | 82.1% | 60.7%+21.5pp | 69.0%+13.1pp | 67.9%+14.3pp |
| Annual return | -15.05% | -12.70%-2.3pp | -6.37%-8.7pp | -7.84%-7.2pp |
| Employer contribution / active EE | $731 | $1,829-60.0% | $2,656-72.5% | $2,596-71.9% |
| Participant deferral / active EE | $2,665 | $2,867-7.0% | $3,941-32.4% | $4,028-33.8% |
| Admin fee / account holder | $10,233 | $4,362+134.6% | $4,934+107.4% | $5,403+89.4% |