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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 | $40,434 | $64,719-37.5% | $112,249-64.0% | $68,486-41.0% |
| Participation rate | 97.1% | 67.2%+29.9pp | 75.1%+22.0pp | 67.9%+29.2pp |
| Annual return | -14.12% | -11.40%-2.7pp | 27.48%-41.6pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,760 | $2,747-35.9% | $3,636-51.6% | $2,597-32.2% |
| Participant deferral / active EE | $4,282 | $3,565+20.1% | $4,729-9.4% | $4,028+6.3% |
| Admin fee / account holder | $13,277 | $5,232+153.7% | $6,412+107.1% | $5,404+145.7% |