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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 | $136,080 | $73,848+84.3% | $143,799-5.4% | $68,486+98.7% |
| Participation rate | 85.3% | 66.7%+18.6pp | 80.3%+5.0pp | 67.9%+17.4pp |
| Annual return | -13.72% | 0.91%-14.6pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,336 | $3,184-58.1% | $4,952-73.0% | $2,597-48.6% |
| Participant deferral / active EE | $5,615 | $3,385+65.9% | $5,638-0.4% | $4,028+39.4% |
| Admin fee / account holder | $2,003 | $5,755-65.2% | $14,677-86.4% | $5,404-62.9% |