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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 | $37,123 | $84,518-56.1% | $67,704-45.2% | $125,389-70.4% |
| Participation rate | 87.5% | 74.8%+12.7pp | 67.5%+20.0pp | 83.2%+4.3pp |
| Annual return | -2.05% | 2.57%-4.6pp | 25.41%-27.5pp | 282.24%-284.3pp |
| Employer contribution / active EE | $3,756 | $3,292+14.1% | $2,559+46.7% | $4,866-22.8% |
| Participant deferral / active EE | $2,344 | $4,430-47.1% | $3,585-34.6% | $5,352-56.2% |
| Admin fee / account holder | $1,205 | $5,340-77.4% | $4,255-71.7% | $9,541-87.4% |