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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 | $136,904 | $73,863+85.3% | $143,797-4.8% | $68,490+99.9% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -18.76% | 0.91%-19.7pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $4,687 | $3,185+47.2% | $4,952-5.4% | $2,597+80.5% |
| Participant deferral / active EE | $2,947 | $3,385-12.9% | $5,638-47.7% | $4,028-26.8% |
| Admin fee / account holder | $6,247 | $5,756+8.5% | $14,679-57.4% | $5,403+15.6% |