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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 | $34,836 | $77,817-55.2% | $123,553-71.8% | $64,173-45.7% |
| Participation rate | 88.6% | 74.7%+13.9pp | 82.3%+6.3pp | 69.6%+19.1pp |
| Annual return | -1.87% | 12.49%-14.4pp | 119.21%-121.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $2,810 | $3,014-6.8% | $4,628-39.3% | $2,381+18.0% |
| Participant deferral / active EE | $4,269 | $5,240-18.5% | $6,426-33.6% | $3,470+23.0% |
| Admin fee / account holder | $13,623 | $5,519+146.8% | $9,284+46.7% | $4,887+178.7% |