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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 | $51,727 | $59,819-13.5% | $79,583-35.0% | $68,490-24.5% |
| Participation rate | 91.8% | 61.1%+30.7pp | 69.5%+22.3pp | 67.9%+23.9pp |
| Annual return | -15.99% | -12.30%-3.7pp | 0.16%-16.1pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,323 | $1,505-12.1% | $2,414-45.2% | $2,597-49.0% |
| Participant deferral / active EE | $2,869 | $3,025-5.2% | $3,986-28.0% | $4,028-28.8% |
| Admin fee / account holder | $3,812 | $4,835-21.2% | $6,835-44.2% | $5,403-29.5% |