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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 | $129,060 | $81,870+57.6% | $119,622+7.9% | $68,486+88.4% |
| Participation rate | 79.5% | 71.9%+7.6pp | 79.3%+0.2pp | 67.9%+11.6pp |
| Annual return | -18.61% | -23.82%+5.2pp | -14.98%-3.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,881 | $2,692-30.1% | $4,232-55.5% | $2,597-27.5% |
| Participant deferral / active EE | $4,275 | $4,148+3.1% | $5,601-23.7% | $4,028+6.2% |
| Admin fee / account holder | $15,276 | $6,583+132.1% | $10,328+47.9% | $5,404+182.7% |