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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 | $46,054 | $87,546-47.4% | $75,784-39.2% | $125,389-63.3% |
| Participation rate | 81.8% | 80.2%+1.6pp | 75.8%+6.0pp | 83.2%-1.4pp |
| Annual return | -0.85% | 13.49%-14.3pp | 9.68%-10.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $586 | $3,930-85.1% | $3,323-82.4% | $4,866-88.0% |
| Participant deferral / active EE | $2,654 | $4,230-37.3% | $3,652-27.3% | $5,352-50.4% |
| Admin fee / account holder | $14,909 | $6,503+129.3% | $5,300+181.3% | $9,541+56.3% |