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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 | $36,218 | $83,908-56.8% | $68,509-47.1% | $125,389-71.1% |
| Participation rate | 80.0% | 78.2%+1.8pp | 74.7%+5.3pp | 83.2%-3.2pp |
| Annual return | -1.69% | 14.48%-16.2pp | 8.27%-10.0pp | 282.24%-283.9pp |
| Employer contribution / active EE | $5,135 | $3,031+69.4% | $2,278+125.4% | $4,866+5.5% |
| Participant deferral / active EE | $1,431 | $4,125-65.3% | $3,382-57.7% | $5,352-73.3% |
| Admin fee / account holder | $12,321 | $8,982+37.2% | $5,275+133.6% | $9,541+29.1% |