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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 | $88,025 | $42,909+105.1% | $60,906+44.5% | $68,486+28.5% |
| Participation rate | 84.6% | 66.8%+17.8pp | 73.1%+11.5pp | 67.9%+16.7pp |
| Annual return | -12.18% | -13.99%+1.8pp | 16.94%-29.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $1,381 | $1,979-30.2% | $2,703-48.9% | $2,597-46.8% |
| Participant deferral / active EE | $2,387 | $2,866-16.7% | $3,814-37.4% | $4,028-40.7% |
| Admin fee / account holder | $6,349 | $3,104+104.5% | $3,227+96.7% | $5,404+17.5% |