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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 | $46,181 | $59,813-22.8% | $79,580-42.0% | $68,486-32.6% |
| Participation rate | 87.0% | 61.1%+25.9pp | 69.5%+17.5pp | 67.9%+19.1pp |
| Annual return | -10.65% | -12.30%+1.7pp | 0.15%-10.8pp | -7.85%-2.8pp |
| Employer contribution / active EE | $1,957 | $1,505+30.0% | $2,413-18.9% | $2,597-24.7% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11,429 | $4,835+136.4% | $6,835+67.2% | $5,404+111.5% |