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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 | $90,548 | $59,819+51.4% | $79,583+13.8% | $68,490+32.2% |
| Participation rate | 79.4% | 61.1%+18.3pp | 69.5%+9.9pp | 67.9%+11.5pp |
| Annual return | -16.18% | -12.30%-3.9pp | 0.16%-16.3pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,357 | $1,505-9.8% | $2,414-43.8% | $2,597-47.7% |
| Participant deferral / active EE | $5,646 | $3,025+86.6% | $3,986+41.7% | $4,028+40.2% |
| Admin fee / account holder | $817 | $4,835-83.1% | $6,835-88.0% | $5,403-84.9% |