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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 | $20,049 | $107,809-81.4% | $90,657-77.9% | $135,380-85.2% |
| Participation rate | 82.4% | 78.0%+4.3pp | 74.0%+8.3pp | 82.6%-0.3pp |
| Annual return | -2.33% | -0.90%-1.4pp | 1.89%-4.2pp | 519.81%-522.1pp |
| Employer contribution / active EE | $3,654 | $3,018+21.1% | $2,532+44.3% | $4,779-23.5% |
| Participant deferral / active EE | $1,383 | $3,872-64.3% | $3,424-59.6% | $5,609-75.3% |
| Admin fee / account holder | $55,489 | $5,931+835.6% | $4,994+1011.0% | $10,828+412.5% |