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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 | $89,677 | $42,910+109.0% | $60,919+47.2% | $68,490+30.9% |
| Participation rate | 85.1% | 66.8%+18.3pp | 73.1%+12.0pp | 67.9%+17.2pp |
| Annual return | -15.14% | -13.99%-1.1pp | 16.96%-32.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $973 | $1,978-50.8% | $2,704-64.0% | $2,597-62.5% |
| Participant deferral / active EE | $8,557 | $2,866+198.6% | $3,814+124.3% | $4,028+112.5% |
| Admin fee / account holder | $2,329 | $3,104-25.0% | $3,228-27.8% | $5,403-56.9% |