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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 | $130,925 | $73,839+77.3% | $143,788-8.9% | $68,495+91.1% |
| Participation rate | 83.1% | 66.7%+16.4pp | 80.3%+2.8pp | 67.9%+15.2pp |
| Annual return | -16.44% | 1.01%-17.4pp | -0.03%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,724 | $3,184-14.5% | $4,952-45.0% | $2,596+4.9% |
| Participant deferral / active EE | $5,898 | $3,384+74.3% | $5,638+4.6% | $4,028+46.4% |
| Admin fee / account holder | $5,573 | $5,755-3.1% | $14,675-62.0% | $5,403+3.1% |