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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 | $47,974 | $59,819-19.8% | $79,583-39.7% | $68,490-30.0% |
| Participation rate | 85.9% | 61.1%+24.9pp | 69.5%+16.4pp | 67.9%+18.0pp |
| Annual return | -13.21% | -12.30%-0.9pp | 0.16%-13.4pp | -7.85%-5.4pp |
| Employer contribution / active EE | $2,508 | $1,505+66.6% | $2,414+3.9% | $2,597-3.4% |
| Participant deferral / active EE | $4,201 | $3,025+38.9% | $3,986+5.4% | $4,028+4.3% |
| Admin fee / account holder | $12,857 | $4,835+165.9% | $6,835+88.1% | $5,403+138.0% |