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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 | $68,510 | $73,102-6.3% | $123,549-44.5% | $56,287+21.7% |
| Participation rate | 77.9% | 74.3%+3.5pp | 82.3%-4.4pp | 69.9%+8.0pp |
| Annual return | -3.78% | 3.01%-6.8pp | 119.20%-123.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $3,722 | $2,977+25.0% | $4,628-19.6% | $2,111+76.3% |
| Participant deferral / active EE | $7,199 | $5,423+32.8% | $6,426+12.0% | $3,350+114.9% |
| Admin fee / account holder | $2,608 | $554+370.9% | $9,284-71.9% | $521+400.6% |