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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 | $42,691 | $64,729-34.0% | $112,263-62.0% | $68,490-37.7% |
| Participation rate | 78.6% | 67.2%+11.4pp | 75.1%+3.5pp | 67.9%+10.7pp |
| Annual return | -8.19% | -11.40%+3.2pp | 27.49%-35.7pp | -7.85%-0.3pp |
| Employer contribution / active EE | $1,778 | $2,746-35.2% | $3,636-51.1% | $2,597-31.5% |
| Participant deferral / active EE | $4,169 | $3,566+16.9% | $4,729-11.9% | $4,028+3.5% |
| Admin fee / account holder | $25,404 | $5,222+386.5% | $6,410+296.3% | $5,403+370.2% |