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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 | $94,468 | $73,863+27.9% | $143,797-34.3% | $68,490+37.9% |
| Participation rate | 75.7% | 66.7%+9.0pp | 80.3%-4.6pp | 67.9%+7.8pp |
| Annual return | -10.60% | 0.91%-11.5pp | -0.04%-10.6pp | -7.85%-2.7pp |
| Employer contribution / active EE | $3,125 | $3,185-1.9% | $4,952-36.9% | $2,597+20.3% |
| Participant deferral / active EE | $5,604 | $3,385+65.6% | $5,638-0.6% | $4,028+39.1% |
| Admin fee / account holder | $4,747 | $5,756-17.5% | $14,679-67.7% | $5,403-12.1% |