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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 | $103,322 | $62,589+65.1% | $76,768+34.6% | $64,173+61.0% |
| Participation rate | 72.9% | 72.8%+0.1pp | 77.0%-4.1pp | 69.6%+3.3pp |
| Annual return | -7.32% | -1.95%-5.4pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,563 | $1,832-14.7% | $2,485-37.1% | $2,381-34.3% |
| Participant deferral / active EE | $5,407 | $3,145+71.9% | $3,852+40.4% | $3,470+55.8% |
| Admin fee / account holder | $418 | $4,667-91.0% | $6,675-93.7% | $4,887-91.5% |