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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 | $124,278 | $73,863+68.3% | $143,797-13.6% | $68,490+81.5% |
| Participation rate | 78.9% | 66.7%+12.2pp | 80.3%-1.4pp | 67.9%+11.0pp |
| Annual return | -15.17% | 0.91%-16.1pp | -0.04%-15.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,120 | $3,185-64.8% | $4,952-77.4% | $2,597-56.9% |
| Participant deferral / active EE | $4,740 | $3,385+40.0% | $5,638-15.9% | $4,028+17.7% |
| Admin fee / account holder | $4,163 | $5,756-27.7% | $14,679-71.6% | $5,403-23.0% |