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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 | $47,168 | $56,339-16.3% | $104,299-54.8% | $68,490-31.1% |
| Participation rate | 88.9% | 63.3%+25.6pp | 73.3%+15.6pp | 67.9%+21.0pp |
| Annual return | -12.23% | -9.19%-3.0pp | 24.62%-36.9pp | -7.85%-4.4pp |
| Employer contribution / active EE | $1,706 | $1,960-13.0% | $3,373-49.4% | $2,597-34.3% |
| Participant deferral / active EE | $2,485 | $3,077-19.2% | $4,626-46.3% | $4,028-38.3% |
| Admin fee / account holder | $16,023 | $4,902+226.9% | $7,339+118.3% | $5,403+196.6% |