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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 | $127,434 | $73,863+72.5% | $143,797-11.4% | $68,490+86.1% |
| Participation rate | 91.1% | 66.7%+24.4pp | 80.3%+10.8pp | 67.9%+23.2pp |
| Annual return | -14.53% | 0.91%-15.4pp | -0.04%-14.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $631 | $3,185-80.2% | $4,952-87.3% | $2,597-75.7% |
| Participant deferral / active EE | $5,480 | $3,385+61.9% | $5,638-2.8% | $4,028+36.1% |
| Admin fee / account holder | $1,639 | $5,756-71.5% | $14,679-88.8% | $5,403-69.7% |