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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 | $94,357 | $49,280+91.5% | $67,313+40.2% | $64,173+47.0% |
| Participation rate | 77.8% | 60.8%+17.0pp | 69.1%+8.7pp | 69.6%+8.2pp |
| Annual return | -5.71% | -1.39%-4.3pp | -4.08%-1.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,401 | $1,668-16.0% | $2,566-45.4% | $2,381-41.2% |
| Participant deferral / active EE | $5,828 | $2,484+134.6% | $3,568+63.3% | $3,470+68.0% |
| Admin fee / account holder | $2,698 | $3,863-30.1% | $4,507-40.1% | $4,887-44.8% |