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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 | $66,068 | $69,012-4.3% | $160,037-58.7% | $68,490-3.5% |
| Participation rate | 75.9% | 65.4%+10.5pp | 78.0%-2.1pp | 67.9%+8.0pp |
| Annual return | -17.84% | -9.65%-8.2pp | 408.95%-426.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,175 | $2,212-46.9% | $4,226-72.2% | $2,597-54.7% |
| Participant deferral / active EE | $4,429 | $4,212+5.2% | $6,184-28.4% | $4,028+10.0% |
| Admin fee / account holder | $2,195 | $4,798-54.3% | $8,716-74.8% | $5,403-59.4% |