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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 | $128,414 | $73,848+73.9% | $143,799-10.7% | $68,486+87.5% |
| Participation rate | 78.9% | 66.7%+12.3pp | 80.3%-1.4pp | 67.9%+11.1pp |
| Annual return | -19.03% | 0.91%-19.9pp | -0.04%-19.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $5,451 | $3,184+71.2% | $4,952+10.1% | $2,597+109.9% |
| Participant deferral / active EE | $3,158 | $3,385-6.7% | $5,638-44.0% | $4,028-21.6% |
| Admin fee / account holder | $10,617 | $5,755+84.5% | $14,677-27.7% | $5,404+96.5% |