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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 | $120,686 | $59,819+101.8% | $79,583+51.6% | $68,490+76.2% |
| Participation rate | 75.4% | 61.1%+14.4pp | 69.5%+5.9pp | 67.9%+7.5pp |
| Annual return | -15.37% | -12.30%-3.1pp | 0.16%-15.5pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,539 | $1,505+2.3% | $2,414-36.2% | $2,597-40.7% |
| Participant deferral / active EE | $3,415 | $3,025+12.9% | $3,986-14.3% | $4,028-15.2% |
| Admin fee / account holder | $3,127 | $4,835-35.3% | $6,835-54.3% | $5,403-42.1% |