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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 | $89,909 | $73,848+21.7% | $143,799-37.5% | $68,486+31.3% |
| Participation rate | 86.0% | 66.7%+19.4pp | 80.3%+5.7pp | 67.9%+18.2pp |
| Annual return | -10.41% | 0.91%-11.3pp | -0.04%-10.4pp | -7.85%-2.6pp |
| Employer contribution / active EE | $2,285 | $3,184-28.2% | $4,952-53.9% | $2,597-12.0% |
| Participant deferral / active EE | $3,919 | $3,385+15.8% | $5,638-30.5% | $4,028-2.7% |
| Admin fee / account holder | $6,204 | $5,755+7.8% | $14,677-57.7% | $5,404+14.8% |