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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 | $102,797 | $73,839+39.2% | $143,788-28.5% | $68,495+50.1% |
| Participation rate | 92.1% | 66.7%+25.4pp | 80.3%+11.8pp | 67.9%+24.2pp |
| Annual return | -16.76% | 1.01%-17.8pp | -0.03%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $887 | $3,184-72.1% | $4,952-82.1% | $2,596-65.8% |
| Participant deferral / active EE | $6,939 | $3,384+105.0% | $5,638+23.1% | $4,028+72.3% |
| Admin fee / account holder | $5,721 | $5,755-0.6% | $14,675-61.0% | $5,403+5.9% |