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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 | $37,530 | $48,267-22.2% | $68,808-45.5% | $68,486-45.2% |
| Participation rate | 95.2% | 60.7%+34.6pp | 69.0%+26.2pp | 67.9%+27.3pp |
| Annual return | -15.59% | -12.70%-2.9pp | -6.37%-9.2pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,914 | $1,829+4.7% | $2,656-27.9% | $2,597-26.3% |
| Participant deferral / active EE | $3,856 | $2,867+34.5% | $3,942-2.2% | $4,028-4.3% |
| Admin fee / account holder | $8,105 | $4,362+85.8% | $4,936+64.2% | $5,404+50.0% |