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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 | $144,717 | $73,863+95.9% | $143,797+0.6% | $68,490+111.3% |
| Participation rate | 81.3% | 66.7%+14.7pp | 80.3%+1.0pp | 67.9%+13.4pp |
| Annual return | -13.82% | 0.91%-14.7pp | -0.04%-13.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,907 | $3,185-40.1% | $4,952-61.5% | $2,597-26.6% |
| Participant deferral / active EE | $3,608 | $3,385+6.6% | $5,638-36.0% | $4,028-10.4% |
| Admin fee / account holder | $4,416 | $5,756-23.3% | $14,679-69.9% | $5,403-18.3% |