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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 | $136,037 | $81,870+66.2% | $119,622+13.7% | $68,486+98.6% |
| Participation rate | 84.8% | 71.9%+13.0pp | 79.3%+5.6pp | 67.9%+17.0pp |
| Annual return | -17.80% | -23.82%+6.0pp | -14.98%-2.8pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,929 | $2,692+8.8% | $4,232-30.8% | $2,597+12.8% |
| Participant deferral / active EE | $5,679 | $4,148+36.9% | $5,601+1.4% | $4,028+41.0% |
| Admin fee / account holder | $2,283 | $6,583-65.3% | $10,328-77.9% | $5,404-57.8% |