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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 | $82,734 | $77,817+6.3% | $123,553-33.0% | $64,173+28.9% |
| Participation rate | 84.3% | 74.7%+9.6pp | 82.3%+2.0pp | 69.6%+14.7pp |
| Annual return | -7.02% | 12.49%-19.5pp | 119.21%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,526 | $5,240+5.5% | $6,426-14.0% | $3,470+59.3% |
| Admin fee / account holder | $3,673 | $5,519-33.5% | $9,284-60.4% | $4,887-24.8% |