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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 | $79,700 | $73,848+7.9% | $143,799-44.6% | $68,486+16.4% |
| Participation rate | 71.1% | 66.7%+4.4pp | 80.3%-9.3pp | 67.9%+3.2pp |
| Annual return | -19.33% | 0.91%-20.2pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,837 | $3,184-10.9% | $4,952-42.7% | $2,597+9.3% |
| Participant deferral / active EE | $3,992 | $3,385+17.9% | $5,638-29.2% | $4,028-0.9% |
| Admin fee / account holder | $26,078 | $5,755+353.1% | $14,677+77.7% | $5,404+382.6% |