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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 | $117,433 | $81,870+43.4% | $119,608-1.8% | $68,495+71.4% |
| Participation rate | 87.9% | 71.9%+16.0pp | 79.3%+8.7pp | 67.9%+20.0pp |
| Annual return | -17.20% | -23.82%+6.6pp | -14.98%-2.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,138 | $2,692-57.7% | $4,232-73.1% | $2,596-56.2% |
| Participant deferral / active EE | $9,361 | $4,148+125.7% | $5,601+67.1% | $4,028+132.4% |
| Admin fee / account holder | $2,281 | $6,583-65.4% | $10,326-77.9% | $5,403-57.8% |