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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 | $51,038 | $59,819-14.7% | $79,583-35.9% | $68,490-25.5% |
| Participation rate | 91.7% | 61.1%+30.6pp | 69.5%+22.2pp | 67.9%+23.8pp |
| Annual return | -19.00% | -12.30%-6.7pp | 0.16%-19.2pp | -7.85%-11.1pp |
| Employer contribution / active EE | $2,582 | $1,505+71.5% | $2,414+7.0% | $2,597-0.6% |
| Participant deferral / active EE | $7,549 | $3,025+149.6% | $3,986+89.4% | $4,028+87.4% |
| Admin fee / account holder | $2,148 | $4,835-55.6% | $6,835-68.6% | $5,403-60.3% |