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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 | $79,889 | $73,863+8.2% | $143,797-44.4% | $68,490+16.6% |
| Participation rate | 91.7% | 66.7%+25.0pp | 80.3%+11.3pp | 67.9%+23.8pp |
| Annual return | -12.53% | 0.91%-13.4pp | -0.04%-12.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $2,010 | $3,185-36.9% | $4,952-59.4% | $2,597-22.6% |
| Participant deferral / active EE | $5,948 | $3,385+75.7% | $5,638+5.5% | $4,028+47.7% |
| Admin fee / account holder | $3,346 | $5,756-41.9% | $14,679-77.2% | $5,403-38.1% |