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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 | $69,241 | $45,872+50.9% | $77,096-10.2% | $68,486+1.1% |
| Participation rate | 76.9% | 55.9%+21.0pp | 67.9%+9.0pp | 67.9%+9.0pp |
| Annual return | -16.26% | 1.73%-18.0pp | 42.35%-58.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,825 | $1,650+10.6% | $2,814-35.2% | $2,597-29.7% |
| Participant deferral / active EE | $7,125 | $2,963+140.5% | $4,429+60.9% | $4,028+76.9% |
| Admin fee / account holder | $5,396 | $3,041+77.4% | $5,428-0.6% | $5,404-0.1% |