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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 | $29,312 | $45,872-36.1% | $77,100-62.0% | $68,490-57.2% |
| Participation rate | 88.9% | 55.9%+33.0pp | 67.9%+21.0pp | 67.9%+21.0pp |
| Annual return | -8.70% | 1.73%-10.4pp | 42.35%-51.1pp | -7.85%-0.8pp |
| Employer contribution / active EE | $2,040 | $1,650+23.6% | $2,815-27.5% | $2,597-21.5% |
| Participant deferral / active EE | $5,616 | $2,963+89.5% | $4,430+26.8% | $4,028+39.4% |
| Admin fee / account holder | $8,863 | $3,041+191.4% | $5,443+62.8% | $5,403+64.0% |