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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 | $27,734 | $59,813-53.6% | $79,580-65.1% | $68,486-59.5% |
| Participation rate | 72.9% | 61.1%+11.8pp | 69.5%+3.4pp | 67.9%+5.0pp |
| Annual return | -5.27% | -12.30%+7.0pp | 0.15%-5.4pp | -7.85%+2.6pp |
| Employer contribution / active EE | $12,671 | $1,505+741.8% | $2,413+425.0% | $2,597+388.0% |
| Participant deferral / active EE | $4,239 | $3,024+40.2% | $3,985+6.4% | $4,028+5.3% |
| Admin fee / account holder | $1,776 | $4,835-63.3% | $6,835-74.0% | $5,404-67.1% |