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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 | $38,106 | $71,878-47.0% | $86,698-56.0% | $68,486-44.4% |
| Participation rate | 81.8% | 72.2%+9.6pp | 76.6%+5.2pp | 67.9%+13.9pp |
| Annual return | -17.83% | 3.53%-21.4pp | 35.95%-53.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,842 | $2,173-15.3% | $2,837-35.1% | $2,597-29.1% |
| Participant deferral / active EE | $2,294 | $3,779-39.3% | $4,656-50.7% | $4,028-43.0% |
| Admin fee / account holder | $19,675 | $6,113+221.9% | $7,493+162.6% | $5,404+264.1% |