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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 | $56,930 | $69,012-17.5% | $160,009-64.4% | $68,486-16.9% |
| Participation rate | 73.1% | 65.4%+7.7pp | 78.0%-4.9pp | 67.9%+5.2pp |
| Annual return | -16.33% | -9.65%-6.7pp | 408.85%-425.2pp | -7.85%-8.5pp |
| Employer contribution / active EE | $2,263 | $2,212+2.3% | $4,225-46.5% | $2,597-12.9% |
| Participant deferral / active EE | $4,648 | $4,212+10.3% | $6,183-24.8% | $4,028+15.4% |
| Admin fee / account holder | $2,518 | $4,798-47.5% | $8,715-71.1% | $5,404-53.4% |