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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 | $108,514 | $59,813+81.4% | $79,580+36.4% | $68,486+58.4% |
| Participation rate | 82.9% | 61.1%+21.8pp | 69.5%+13.4pp | 67.9%+15.0pp |
| Annual return | -13.13% | -12.30%-0.8pp | 0.15%-13.3pp | -7.85%-5.3pp |
| Employer contribution / active EE | $583 | $1,505-61.2% | $2,413-75.8% | $2,597-77.5% |
| Participant deferral / active EE | $4,307 | $3,024+42.4% | $3,985+8.1% | $4,028+6.9% |
| Admin fee / account holder | $1,588 | $4,835-67.1% | $6,835-76.8% | $5,404-70.6% |