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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 | $96,872 | $71,873+34.8% | $86,698+11.7% | $68,490+41.4% |
| Participation rate | 70.7% | 72.2%-1.5pp | 76.6%-5.9pp | 67.9%+2.8pp |
| Annual return | -5.47% | 3.54%-9.0pp | 35.96%-41.4pp | -7.85%+2.4pp |
| Employer contribution / active EE | $906 | $2,173-58.3% | $2,837-68.1% | $2,597-65.1% |
| Participant deferral / active EE | $3,435 | $3,779-9.1% | $4,656-26.2% | $4,028-14.7% |
| Admin fee / account holder | $2,489 | $6,110-59.3% | $7,492-66.8% | $5,403-53.9% |