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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 | $63,634 | $64,729-1.7% | $112,263-43.3% | $68,490-7.1% |
| Participation rate | 81.3% | 67.2%+14.1pp | 75.1%+6.2pp | 67.9%+13.4pp |
| Annual return | -18.78% | -11.40%-7.4pp | 27.49%-46.3pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,511 | $2,746-45.0% | $3,636-58.5% | $2,597-41.8% |
| Participant deferral / active EE | $3,132 | $3,566-12.2% | $4,729-33.8% | $4,028-22.3% |
| Admin fee / account holder | $13,377 | $5,222+156.2% | $6,410+108.7% | $5,403+147.6% |