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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 | $83,714 | $81,870+2.3% | $119,622-30.0% | $68,486+22.2% |
| Participation rate | 83.0% | 71.9%+11.1pp | 79.3%+3.8pp | 67.9%+15.1pp |
| Annual return | -17.54% | -23.82%+6.3pp | -14.98%-2.6pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,900 | $2,692-29.4% | $4,232-55.1% | $2,597-26.8% |
| Participant deferral / active EE | $8,192 | $4,148+97.5% | $5,601+46.3% | $4,028+103.4% |
| Admin fee / account holder | $896 | $6,583-86.4% | $10,328-91.3% | $5,404-83.4% |