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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 | $78,769 | $72,404+8.8% | $110,243-28.6% | $64,173+22.7% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.6%+0.4pp |
| Annual return | -7.50% | -6.29%-1.2pp | 314.76%-322.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,065 | $2,282-9.5% | $3,827-46.0% | $2,381-13.3% |
| Participant deferral / active EE | $4,554 | $3,469+31.3% | $4,672-2.5% | $3,470+31.3% |
| Admin fee / account holder | $787 | $5,664-86.1% | $8,548-90.8% | $4,887-83.9% |