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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 | $43,341 | $42,383+2.3% | $76,518-43.4% | $64,173-32.5% |
| Participation rate | 88.4% | 58.1%+30.2pp | 68.0%+20.4pp | 69.6%+18.8pp |
| Annual return | -4.35% | -16.54%+12.2pp | -0.27%-4.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,947 | $1,563+88.5% | $2,647+11.3% | $2,381+23.8% |
| Participant deferral / active EE | $5,173 | $2,566+101.6% | $3,836+34.9% | $3,470+49.1% |
| Admin fee / account holder | $20,927 | $3,198+554.4% | $4,849+331.6% | $4,887+328.2% |