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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 | $36,792 | $71,873-48.8% | $86,698-57.6% | $68,490-46.3% |
| Participation rate | 78.7% | 72.2%+6.4pp | 76.6%+2.1pp | 67.9%+10.8pp |
| Annual return | -13.52% | 3.54%-17.1pp | 35.96%-49.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,667 | $2,173-23.3% | $2,837-41.3% | $2,597-35.8% |
| Participant deferral / active EE | $5,137 | $3,779+35.9% | $4,656+10.3% | $4,028+27.5% |
| Admin fee / account holder | $11,066 | $6,110+81.1% | $7,492+47.7% | $5,403+104.8% |