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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 | $83,913 | $62,583+34.1% | $76,767+9.3% | $64,173+30.8% |
| Participation rate | 70.8% | 72.8%-2.0pp | 77.0%-6.1pp | 69.6%+1.3pp |
| Annual return | -4.49% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $836 | $1,832-54.4% | $2,485-66.4% | $2,381-64.9% |
| Participant deferral / active EE | $2,946 | $3,145-6.3% | $3,852-23.5% | $3,470-15.1% |
| Admin fee / account holder | $11,084 | $4,667+137.5% | $6,675+66.0% | $4,887+126.8% |