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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 | $133,012 | $73,848+80.1% | $143,799-7.5% | $68,486+94.2% |
| Participation rate | 82.6% | 66.7%+15.9pp | 80.3%+2.3pp | 67.9%+14.7pp |
| Annual return | -19.09% | 0.91%-20.0pp | -0.04%-19.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $4,139 | $3,184+30.0% | $4,952-16.4% | $2,597+59.4% |
| Participant deferral / active EE | $7,766 | $3,385+129.4% | $5,638+37.7% | $4,028+92.8% |
| Admin fee / account holder | $3,971 | $5,755-31.0% | $14,677-72.9% | $5,404-26.5% |