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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 | $90,153 | $73,848+22.1% | $143,799-37.3% | $68,486+31.6% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.5pp | 67.9%+25.0pp |
| Annual return | -18.41% | 0.91%-19.3pp | -0.04%-18.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,909 | $3,184-40.0% | $4,952-61.4% | $2,597-26.5% |
| Participant deferral / active EE | $3,836 | $3,385+13.3% | $5,638-32.0% | $4,028-4.7% |
| Admin fee / account holder | $1,407 | $5,755-75.6% | $14,677-90.4% | $5,404-74.0% |