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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 | $87,887 | $48,267+82.1% | $68,808+27.7% | $68,486+28.3% |
| Participation rate | 76.7% | 60.7%+16.0pp | 69.0%+7.6pp | 67.9%+8.8pp |
| Annual return | -15.30% | -12.70%-2.6pp | -6.37%-8.9pp | -7.85%-7.4pp |
| Employer contribution / active EE | $951 | $1,829-48.0% | $2,656-64.2% | $2,597-63.4% |
| Participant deferral / active EE | $3,025 | $2,867+5.5% | $3,942-23.3% | $4,028-24.9% |
| Admin fee / account holder | $3,355 | $4,362-23.1% | $4,936-32.0% | $5,404-37.9% |