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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 | $36,842 | $64,719-43.1% | $112,249-67.2% | $68,486-46.2% |
| Participation rate | 83.7% | 67.2%+16.6pp | 75.1%+8.7pp | 67.9%+15.8pp |
| Annual return | -8.79% | -11.40%+2.6pp | 27.48%-36.3pp | -7.85%-0.9pp |
| Employer contribution / active EE | $2,341 | $2,747-14.8% | $3,636-35.6% | $2,597-9.8% |
| Participant deferral / active EE | $4,507 | $3,565+26.4% | $4,729-4.7% | $4,028+11.9% |
| Admin fee / account holder | $17,307 | $5,232+230.8% | $6,412+169.9% | $5,404+220.3% |