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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 | $82,460 | $50,958+61.8% | $74,552+10.6% | $64,181+28.5% |
| Participation rate | 76.9% | 61.1%+15.9pp | 69.1%+7.8pp | 69.6%+7.4pp |
| Annual return | -2.40% | -1.86%-0.5pp | 32.53%-34.9pp | 7.63%-10.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,973 | $2,301+29.2% | $3,108-4.4% | $3,470-14.3% |
| Admin fee / account holder | $3,909 | $4,223-7.4% | $5,060-22.7% | $4,887-20.0% |