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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 | $52,937 | $58,093-8.9% | $80,022-33.8% | $56,289-6.0% |
| Participation rate | 78.2% | 73.6%+4.6pp | 75.8%+2.4pp | 69.9%+8.4pp |
| Annual return | -5.57% | 34.63%-40.2pp | 11.22%-16.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,002 | $1,933-48.1% | $2,468-59.4% | $2,111-52.5% |
| Participant deferral / active EE | $2,348 | $3,136-25.1% | $3,686-36.3% | $3,350-29.9% |
| Admin fee / account holder | $3,562 | $623+472.1% | $6,521-45.4% | $521+583.7% |