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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 | $48,657 | $81,870-40.6% | $119,608-59.3% | $68,495-29.0% |
| Participation rate | 96.3% | 71.9%+24.4pp | 79.3%+17.0pp | 67.9%+28.4pp |
| Annual return | -17.49% | -23.82%+6.3pp | -14.98%-2.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,770 | $2,692-34.3% | $4,232-58.2% | $2,596-31.8% |
| Participant deferral / active EE | $4,033 | $4,148-2.8% | $5,601-28.0% | $4,028+0.1% |
| Admin fee / account holder | $14,721 | $6,583+123.6% | $10,326+42.6% | $5,403+172.4% |