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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 | $86,692 | $56,484+53.5% | $169,452-48.8% | $64,173+35.1% |
| Participation rate | 86.7% | 64.5%+22.2pp | 77.8%+9.0pp | 69.6%+17.2pp |
| Annual return | -2.03% | -1.55%-0.5pp | 1.83%-3.9pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,708 | $1,832-6.8% | $4,157-58.9% | $2,381-28.3% |
| Participant deferral / active EE | $4,911 | $3,448+42.4% | $5,277-6.9% | $3,470+41.5% |
| Admin fee / account holder | $8,716 | $4,174+108.8% | $9,110-4.3% | $4,887+78.3% |