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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 | $131,485 | $81,870+60.6% | $119,634+9.9% | $68,490+92.0% |
| Participation rate | 70.1% | 71.9%-1.8pp | 79.3%-9.2pp | 67.9%+2.2pp |
| Annual return | -16.43% | -23.82%+7.4pp | -14.98%-1.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $926 | $2,692-65.6% | $4,232-78.1% | $2,597-64.3% |
| Participant deferral / active EE | $4,637 | $4,148+11.8% | $5,601-17.2% | $4,028+15.1% |
| Admin fee / account holder | $5,756 | $6,583-12.6% | $10,329-44.3% | $5,403+6.5% |