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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 | $54,370 | $42,383+28.3% | $76,518-28.9% | $64,173-15.3% |
| Participation rate | 84.4% | 58.1%+26.3pp | 68.0%+16.4pp | 69.6%+14.9pp |
| Annual return | -6.88% | -16.54%+9.7pp | -0.27%-6.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,270 | $1,563-18.8% | $2,647-52.0% | $2,381-46.7% |
| Participant deferral / active EE | $3,114 | $2,566+21.3% | $3,836-18.8% | $3,470-10.3% |
| Admin fee / account holder | $1,371 | $3,198-57.1% | $4,849-71.7% | $4,887-72.0% |