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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 | $88,232 | $73,839+19.5% | $143,788-38.6% | $68,495+28.8% |
| Participation rate | 82.7% | 66.7%+16.0pp | 80.3%+2.4pp | 67.9%+14.8pp |
| Annual return | -16.99% | 1.01%-18.0pp | -0.03%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,849 | $3,184-10.5% | $4,952-42.5% | $2,596+9.7% |
| Participant deferral / active EE | $4,193 | $3,384+23.9% | $5,638-25.6% | $4,028+4.1% |
| Admin fee / account holder | $1,032 | $5,755-82.1% | $14,675-93.0% | $5,403-80.9% |