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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 | $55,981 | $83,908-33.3% | $68,509-18.3% | $125,389-55.4% |
| Participation rate | 75.0% | 78.2%-3.2pp | 74.7%+0.3pp | 83.2%-8.2pp |
| Annual return | -0.67% | 14.48%-15.1pp | 8.27%-8.9pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,641 | $3,031-45.9% | $2,278-28.0% | $4,866-66.3% |
| Participant deferral / active EE | $4,160 | $4,125+0.9% | $3,382+23.0% | $5,352-22.3% |
| Admin fee / account holder | $12,154 | $8,982+35.3% | $5,275+130.4% | $9,541+27.4% |