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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 | $97,775 | $73,848+32.4% | $143,799-32.0% | $68,486+42.8% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -17.14% | 0.91%-18.0pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,118 | $3,184-64.9% | $4,952-77.4% | $2,597-56.9% |
| Participant deferral / active EE | $4,136 | $3,385+22.2% | $5,638-26.6% | $4,028+2.7% |
| Admin fee / account holder | $303 | $5,755-94.7% | $14,677-97.9% | $5,404-94.4% |