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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 | $81,655 | $59,813+36.5% | $79,580+2.6% | $68,486+19.2% |
| Participation rate | 73.0% | 61.1%+11.9pp | 69.5%+3.5pp | 67.9%+5.1pp |
| Annual return | -13.63% | -12.30%-1.3pp | 0.15%-13.8pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,787 | $1,505+18.7% | $2,413-26.0% | $2,597-31.2% |
| Participant deferral / active EE | $3,335 | $3,024+10.3% | $3,985-16.3% | $4,028-17.2% |
| Admin fee / account holder | $47,902 | $4,835+890.8% | $6,835+600.8% | $5,404+786.4% |