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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 | $92,437 | $59,819+54.5% | $79,583+16.2% | $68,490+35.0% |
| Participation rate | 98.1% | 61.1%+37.0pp | 69.5%+28.6pp | 67.9%+30.2pp |
| Annual return | -13.37% | -12.30%-1.1pp | 0.16%-13.5pp | -7.85%-5.5pp |
| Employer contribution / active EE | $1,732 | $1,505+15.1% | $2,414-28.2% | $2,597-33.3% |
| Participant deferral / active EE | $8,279 | $3,025+173.7% | $3,986+107.7% | $4,028+105.5% |
| Admin fee / account holder | $6,099 | $4,835+26.1% | $6,835-10.8% | $5,403+12.9% |