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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 | $134,711 | $73,848+82.4% | $143,799-6.3% | $68,486+96.7% |
| Participation rate | 74.4% | 66.7%+7.7pp | 80.3%-6.0pp | 67.9%+6.5pp |
| Annual return | -18.11% | 0.91%-19.0pp | -0.04%-18.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,832 | $3,184-11.1% | $4,952-42.8% | $2,597+9.0% |
| Participant deferral / active EE | $3,885 | $3,385+14.8% | $5,638-31.1% | $4,028-3.5% |
| Admin fee / account holder | $3,468 | $5,755-39.7% | $14,677-76.4% | $5,404-35.8% |