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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 | $47,999 | $71,878-33.2% | $86,698-44.6% | $68,486-29.9% |
| Participation rate | 71.1% | 72.2%-1.1pp | 76.6%-5.5pp | 67.9%+3.2pp |
| Annual return | -16.78% | 3.53%-20.3pp | 35.95%-52.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $667 | $2,173-69.3% | $2,837-76.5% | $2,597-74.3% |
| Participant deferral / active EE | $2,475 | $3,779-34.5% | $4,656-46.8% | $4,028-38.5% |
| Admin fee / account holder | $8,607 | $6,113+40.8% | $7,493+14.9% | $5,404+59.3% |