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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 | $134,615 | $59,813+125.1% | $79,580+69.2% | $68,486+96.6% |
| Participation rate | 77.8% | 61.1%+16.7pp | 69.5%+8.3pp | 67.9%+9.9pp |
| Annual return | -1.59% | -12.30%+10.7pp | 0.15%-1.7pp | -7.85%+6.3pp |
| Employer contribution / active EE | $3,241 | $1,505+115.3% | $2,413+34.3% | $2,597+24.8% |
| Participant deferral / active EE | $4,571 | $3,024+51.1% | $3,985+14.7% | $4,028+13.5% |
| Admin fee / account holder | $557 | $4,835-88.5% | $6,835-91.8% | $5,404-89.7% |