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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 | $83,884 | $59,813+40.2% | $79,580+5.4% | $68,486+22.5% |
| Participation rate | 82.3% | 61.1%+21.2pp | 69.5%+12.8pp | 67.9%+14.4pp |
| Annual return | -13.95% | -12.30%-1.7pp | 0.15%-14.1pp | -7.85%-6.1pp |
| Employer contribution / active EE | $1,090 | $1,505-27.6% | $2,413-54.8% | $2,597-58.0% |
| Participant deferral / active EE | $5,906 | $3,024+95.3% | $3,985+48.2% | $4,028+46.6% |
| Admin fee / account holder | $4,955 | $4,835+2.5% | $6,835-27.5% | $5,404-8.3% |