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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 | $42,596 | $45,872-7.1% | $77,100-44.8% | $68,490-37.8% |
| Participation rate | 91.9% | 55.9%+35.9pp | 67.9%+23.9pp | 67.9%+24.0pp |
| Annual return | -17.15% | 1.73%-18.9pp | 42.35%-59.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,271 | $1,650-23.0% | $2,815-54.9% | $2,597-51.1% |
| Participant deferral / active EE | $2,849 | $2,963-3.8% | $4,430-35.7% | $4,028-29.3% |
| Admin fee / account holder | $7,794 | $3,041+156.3% | $5,443+43.2% | $5,403+44.2% |