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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 | $80,626 | $73,863+9.2% | $143,797-43.9% | $68,490+17.7% |
| Participation rate | 88.6% | 66.7%+22.0pp | 80.3%+8.3pp | 67.9%+20.7pp |
| Annual return | -12.76% | 0.91%-13.7pp | -0.04%-12.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $2,140 | $3,185-32.8% | $4,952-56.8% | $2,597-17.6% |
| Participant deferral / active EE | $3,070 | $3,385-9.3% | $5,638-45.6% | $4,028-23.8% |
| Admin fee / account holder | $2,106 | $5,756-63.4% | $14,679-85.7% | $5,403-61.0% |