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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 | $134,547 | $73,848+82.2% | $143,799-6.4% | $68,486+96.5% |
| Participation rate | 89.3% | 66.7%+22.7pp | 80.3%+9.0pp | 67.9%+21.4pp |
| Annual return | -17.48% | 0.91%-18.4pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $4,819 | $3,184+51.3% | $4,952-2.7% | $2,597+85.6% |
| Participant deferral / active EE | $5,700 | $3,385+68.4% | $5,638+1.1% | $4,028+41.5% |
| Admin fee / account holder | $4,244 | $5,755-26.2% | $14,677-71.1% | $5,404-21.5% |