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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 | $35,584 | $71,878-50.5% | $86,698-59.0% | $68,486-48.0% |
| Participation rate | 70.7% | 72.2%-1.5pp | 76.6%-5.9pp | 67.9%+2.8pp |
| Annual return | -12.89% | 3.53%-16.4pp | 35.95%-48.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $1,102 | $2,173-49.3% | $2,837-61.1% | $2,597-57.6% |
| Participant deferral / active EE | $4,393 | $3,779+16.2% | $4,656-5.7% | $4,028+9.1% |
| Admin fee / account holder | $11,022 | $6,113+80.3% | $7,493+47.1% | $5,404+104.0% |