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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 | $49,548 | $65,092-23.9% | $143,799-65.5% | $66,938-26.0% |
| Participation rate | 90.9% | 65.2%+25.7pp | 80.3%+10.6pp | 69.8%+21.1pp |
| Annual return | -16.34% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,342 | $2,362-0.8% | $4,952-52.7% | $2,545-8.0% |
| Participant deferral / active EE | $4,335 | $2,920+48.4% | $5,638-23.1% | $4,238+2.3% |
| Admin fee / account holder | $1,710 | $502+240.4% | $14,677-88.3% | $594+188.2% |