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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 | $102,603 | $73,863+38.9% | $143,797-28.6% | $68,490+49.8% |
| Participation rate | 70.6% | 66.7%+3.9pp | 80.3%-9.7pp | 67.9%+2.7pp |
| Annual return | -17.75% | 0.91%-18.7pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $3,328 | $3,185+4.5% | $4,952-32.8% | $2,597+28.1% |
| Participant deferral / active EE | $8,356 | $3,385+146.9% | $5,638+48.2% | $4,028+107.4% |
| Admin fee / account holder | $748 | $5,756-87.0% | $14,679-94.9% | $5,403-86.2% |