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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 | $90,567 | $73,863+22.6% | $143,797-37.0% | $68,490+32.2% |
| Participation rate | 73.1% | 66.7%+6.4pp | 80.3%-7.2pp | 67.9%+5.2pp |
| Annual return | -17.50% | 0.91%-18.4pp | -0.04%-17.5pp | -7.85%-9.6pp |
| Employer contribution / active EE | $3,726 | $3,185+17.0% | $4,952-24.8% | $2,597+43.5% |
| Participant deferral / active EE | $6,509 | $3,385+92.3% | $5,638+15.4% | $4,028+61.6% |
| Admin fee / account holder | $793 | $5,756-86.2% | $14,679-94.6% | $5,403-85.3% |