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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 | $132,783 | $59,813+122.0% | $79,580+66.9% | $68,486+93.9% |
| Participation rate | 84.0% | 61.1%+22.9pp | 69.5%+14.5pp | 67.9%+16.1pp |
| Annual return | -18.94% | -12.30%-6.6pp | 0.15%-19.1pp | -7.85%-11.1pp |
| Employer contribution / active EE | $929 | $1,505-38.3% | $2,413-61.5% | $2,597-64.2% |
| Participant deferral / active EE | $4,042 | $3,024+33.6% | $3,985+1.4% | $4,028+0.4% |
| Admin fee / account holder | $2,229 | $4,835-53.9% | $6,835-67.4% | $5,404-58.8% |