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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 | $98,596 | $73,863+33.5% | $143,797-31.4% | $68,490+44.0% |
| Participation rate | 80.8% | 66.7%+14.1pp | 80.3%+0.5pp | 67.9%+12.9pp |
| Annual return | -17.30% | 0.91%-18.2pp | -0.04%-17.3pp | -7.85%-9.4pp |
| Employer contribution / active EE | $2,540 | $3,185-20.3% | $4,952-48.7% | $2,597-2.2% |
| Participant deferral / active EE | $6,454 | $3,385+90.7% | $5,638+14.5% | $4,028+60.2% |
| Admin fee / account holder | $2,234 | $5,756-61.2% | $14,679-84.8% | $5,403-58.7% |