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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 | $88,897 | $59,813+48.6% | $79,580+11.7% | $68,486+29.8% |
| Participation rate | 72.5% | 61.1%+11.5pp | 69.5%+3.1pp | 67.9%+4.7pp |
| Annual return | -16.34% | -12.30%-4.0pp | 0.15%-16.5pp | -7.85%-8.5pp |
| Employer contribution / active EE | $897 | $1,505-40.4% | $2,413-62.8% | $2,597-65.5% |
| Participant deferral / active EE | $6,730 | $3,024+122.5% | $3,985+68.9% | $4,028+67.1% |
| Admin fee / account holder | $30,521 | $4,835+531.3% | $6,835+346.5% | $5,404+464.8% |