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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 | $48,680 | $73,848-34.1% | $143,799-66.1% | $68,486-28.9% |
| Participation rate | 72.4% | 66.7%+5.8pp | 80.3%-7.9pp | 67.9%+4.5pp |
| Annual return | -14.41% | 0.91%-15.3pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,026 | $3,184-67.8% | $4,952-79.3% | $2,597-60.5% |
| Participant deferral / active EE | $3,543 | $3,385+4.7% | $5,638-37.2% | $4,028-12.0% |
| Admin fee / account holder | $2,044 | $5,755-64.5% | $14,677-86.1% | $5,404-62.2% |