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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 | $56,278 | $72,177-22.0% | $115,038-51.1% | $59,633-5.6% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | -2.30% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $2,771 | $2,841-2.5% | $4,608-39.9% | $2,203+25.8% |
| Participant deferral / active EE | $4,471 | $4,783-6.5% | $6,026-25.8% | $3,192+40.1% |
| Admin fee / account holder | $10,532 | $4,927+113.8% | $8,175+28.8% | $4,297+145.1% |