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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 | $138,234 | $81,870+68.8% | $119,622+15.6% | $68,486+101.8% |
| Participation rate | 70.3% | 71.9%-1.6pp | 79.3%-9.0pp | 67.9%+2.4pp |
| Annual return | -8.07% | -23.82%+15.7pp | -14.98%+6.9pp | -7.85%-0.2pp |
| Employer contribution / active EE | $3,945 | $2,692+46.6% | $4,232-6.8% | $2,597+51.9% |
| Participant deferral / active EE | $5,272 | $4,148+27.1% | $5,601-5.9% | $4,028+30.9% |
| Admin fee / account holder | $1,250 | $6,583-81.0% | $10,328-87.9% | $5,404-76.9% |