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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 | $113,821 | $73,863+54.1% | $143,797-20.8% | $68,490+66.2% |
| Participation rate | 88.5% | 66.7%+21.9pp | 80.3%+8.2pp | 67.9%+20.6pp |
| Annual return | -9.72% | 0.91%-10.6pp | -0.04%-9.7pp | -7.85%-1.9pp |
| Employer contribution / active EE | $1,137 | $3,185-64.3% | $4,952-77.0% | $2,597-56.2% |
| Participant deferral / active EE | $3,429 | $3,385+1.3% | $5,638-39.2% | $4,028-14.9% |
| Admin fee / account holder | $24,467 | $5,756+325.1% | $14,679+66.7% | $5,403+352.8% |