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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 | $69,474 | $42,917+61.9% | $60,899+14.1% | $68,495+1.4% |
| Participation rate | 94.1% | 66.8%+27.3pp | 73.1%+21.0pp | 67.9%+26.2pp |
| Annual return | -8.67% | -13.99%+5.3pp | 16.92%-25.6pp | -7.84%-0.8pp |
| Employer contribution / active EE | $1,355 | $1,979-31.5% | $2,702-49.8% | $2,596-47.8% |
| Participant deferral / active EE | $1,738 | $2,867-39.4% | $3,817-54.5% | $4,028-56.9% |
| Admin fee / account holder | $2,812 | $3,102-9.4% | $3,225-12.8% | $5,403-48.0% |