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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 | $85,896 | $73,839+16.3% | $143,788-40.3% | $68,495+25.4% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -18.32% | 1.01%-19.3pp | -0.03%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $5,847 | $3,184+83.6% | $4,952+18.1% | $2,596+125.2% |
| Participant deferral / active EE | $2,967 | $3,384-12.3% | $5,638-47.4% | $4,028-26.3% |
| Admin fee / account holder | $3,125 | $5,755-45.7% | $14,675-78.7% | $5,403-42.2% |