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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 | $129,825 | $73,863+75.8% | $143,797-9.7% | $68,490+89.6% |
| Participation rate | 93.0% | 66.7%+26.4pp | 80.3%+12.7pp | 67.9%+25.1pp |
| Annual return | -13.86% | 0.91%-14.8pp | -0.04%-13.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $4,888 | $3,185+53.5% | $4,952-1.3% | $2,597+88.2% |
| Participant deferral / active EE | $3,965 | $3,385+17.1% | $5,638-29.7% | $4,028-1.6% |
| Admin fee / account holder | $3,094 | $5,756-46.3% | $14,679-78.9% | $5,403-42.7% |