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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 | $30,635 | $73,863-58.5% | $143,797-78.7% | $68,490-55.3% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -14.42% | 0.91%-15.3pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $3,712 | $3,185+16.5% | $4,952-25.1% | $2,597+42.9% |
| Participant deferral / active EE | $2,057 | $3,385-39.2% | $5,638-63.5% | $4,028-48.9% |
| Admin fee / account holder | $36,390 | $5,756+532.2% | $14,679+147.9% | $5,403+573.5% |