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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 | $130,874 | $73,863+77.2% | $143,797-9.0% | $68,490+91.1% |
| Participation rate | 81.8% | 66.7%+15.2pp | 80.3%+1.5pp | 67.9%+13.9pp |
| Annual return | -16.13% | 0.91%-17.0pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,111 | $3,185-33.7% | $4,952-57.4% | $2,597-18.7% |
| Participant deferral / active EE | $4,687 | $3,385+38.5% | $5,638-16.9% | $4,028+16.4% |
| Admin fee / account holder | $1,054 | $5,756-81.7% | $14,679-92.8% | $5,403-80.5% |