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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 | $133,008 | $81,870+62.5% | $119,622+11.2% | $68,486+94.2% |
| Participation rate | 74.1% | 71.9%+2.2pp | 79.3%-5.2pp | 67.9%+6.2pp |
| Annual return | -11.12% | -23.82%+12.7pp | -14.98%+3.9pp | -7.85%-3.3pp |
| Employer contribution / active EE | $1,288 | $2,692-52.2% | $4,232-69.6% | $2,597-50.4% |
| Participant deferral / active EE | $2,372 | $4,148-42.8% | $5,601-57.6% | $4,028-41.1% |
| Admin fee / account holder | $10,233 | $6,583+55.4% | $10,328-0.9% | $5,404+89.4% |