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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 | $120,406 | $73,839+63.1% | $143,788-16.3% | $68,495+75.8% |
| Participation rate | 73.8% | 66.7%+7.2pp | 80.3%-6.5pp | 67.9%+5.9pp |
| Annual return | -17.38% | 1.01%-18.4pp | -0.03%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,303 | $3,184-27.7% | $4,952-53.5% | $2,596-11.3% |
| Participant deferral / active EE | $3,591 | $3,384+6.1% | $5,638-36.3% | $4,028-10.8% |
| Admin fee / account holder | $3,785 | $5,755-34.2% | $14,675-74.2% | $5,403-30.0% |