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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 | $142,375 | $42,909+231.8% | $60,906+133.8% | $68,486+107.9% |
| Participation rate | 72.1% | 66.8%+5.3pp | 73.1%-1.0pp | 67.9%+4.2pp |
| Annual return | -12.95% | -13.99%+1.0pp | 16.94%-29.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $1,998 | $1,979+1.0% | $2,703-26.1% | $2,597-23.0% |
| Participant deferral / active EE | $2,160 | $2,866-24.6% | $3,814-43.4% | $4,028-46.4% |
| Admin fee / account holder | $5,302 | $3,104+70.8% | $3,227+64.3% | $5,404-1.9% |