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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 | $33,907 | $53,162-36.2% | $91,225-62.8% | $68,486-50.5% |
| Participation rate | 77.5% | 63.2%+14.3pp | 73.2%+4.3pp | 67.9%+9.6pp |
| Annual return | -13.96% | -3.14%-10.8pp | 114.12%-128.1pp | -7.85%-6.1pp |
| Employer contribution / active EE | $2,073 | $1,709+21.3% | $2,851-27.3% | $2,597-20.1% |
| Participant deferral / active EE | $4,077 | $2,974+37.1% | $4,233-3.7% | $4,028+1.2% |
| Admin fee / account holder | $17,283 | $4,493+284.6% | $5,422+218.7% | $5,404+219.8% |