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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 | $140,954 | $56,339+150.2% | $104,301+35.1% | $68,495+105.8% |
| Participation rate | 70.5% | 63.3%+7.2pp | 73.3%-2.8pp | 67.9%+2.6pp |
| Annual return | -18.27% | -9.19%-9.1pp | 24.61%-42.9pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,790 | $1,960-8.7% | $3,373-46.9% | $2,596-31.1% |
| Participant deferral / active EE | $4,361 | $3,077+41.7% | $4,626-5.7% | $4,028+8.3% |
| Admin fee / account holder | $873 | $4,902-82.2% | $7,340-88.1% | $5,403-83.8% |