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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 | $74,135 | $73,848+0.4% | $143,799-48.4% | $68,486+8.2% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -11.39% | 0.91%-12.3pp | -0.04%-11.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $2,169 | $3,184-31.9% | $4,952-56.2% | $2,597-16.5% |
| Participant deferral / active EE | $5,441 | $3,385+60.8% | $5,638-3.5% | $4,028+35.1% |
| Admin fee / account holder | $2,128 | $5,755-63.0% | $14,677-85.5% | $5,404-60.6% |