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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 | $65,000 | $49,280+31.9% | $67,313-3.4% | $64,173+1.3% |
| Participation rate | 94.6% | 60.8%+33.9pp | 69.1%+25.6pp | 69.6%+25.1pp |
| Annual return | -3.40% | -1.39%-2.0pp | -4.08%+0.7pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,691 | $1,668+1.4% | $2,566-34.1% | $2,381-29.0% |
| Participant deferral / active EE | $2,747 | $2,484+10.6% | $3,568-23.0% | $3,470-20.8% |
| Admin fee / account holder | $9,938 | $3,863+157.3% | $4,507+120.5% | $4,887+103.3% |