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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 | $82,964 | $59,819+38.7% | $79,583+4.2% | $68,490+21.1% |
| Participation rate | 78.4% | 61.1%+17.3pp | 69.5%+8.9pp | 67.9%+10.5pp |
| Annual return | -8.47% | -12.30%+3.8pp | 0.16%-8.6pp | -7.85%-0.6pp |
| Employer contribution / active EE | $1,491 | $1,505-1.0% | $2,414-38.2% | $2,597-42.6% |
| Participant deferral / active EE | $1,706 | $3,025-43.6% | $3,986-57.2% | $4,028-57.6% |
| Admin fee / account holder | $27,400 | $4,835+466.7% | $6,835+300.9% | $5,403+407.1% |