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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 | $99,269 | $73,863+34.4% | $143,797-31.0% | $68,490+44.9% |
| Participation rate | 73.0% | 66.7%+6.3pp | 80.3%-7.3pp | 67.9%+5.1pp |
| Annual return | -15.04% | 0.91%-16.0pp | -0.04%-15.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $4,404 | $3,185+38.3% | $4,952-11.1% | $2,597+69.6% |
| Participant deferral / active EE | $5,313 | $3,385+57.0% | $5,638-5.8% | $4,028+31.9% |
| Admin fee / account holder | $621 | $5,756-89.2% | $14,679-95.8% | $5,403-88.5% |