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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 | $52,653 | $59,819-12.0% | $79,583-33.8% | $68,490-23.1% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.5%+5.5pp | 67.9%+7.1pp |
| Annual return | -13.41% | -12.30%-1.1pp | 0.16%-13.6pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,444 | $1,505-4.1% | $2,414-40.2% | $2,597-44.4% |
| Participant deferral / active EE | $3,338 | $3,025+10.3% | $3,986-16.3% | $4,028-17.1% |
| Admin fee / account holder | $6,573 | $4,835+35.9% | $6,835-3.8% | $5,403+21.7% |