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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 | $91,845 | $48,267+90.3% | $68,808+33.5% | $68,486+34.1% |
| Participation rate | 76.3% | 60.7%+15.6pp | 69.0%+7.3pp | 67.9%+8.4pp |
| Annual return | -15.60% | -12.70%-2.9pp | -6.37%-9.2pp | -7.85%-7.7pp |
| Employer contribution / active EE | $683 | $1,829-62.7% | $2,656-74.3% | $2,597-73.7% |
| Participant deferral / active EE | $5,597 | $2,867+95.2% | $3,942+42.0% | $4,028+39.0% |
| Admin fee / account holder | $10,870 | $4,362+149.2% | $4,936+120.2% | $5,404+101.2% |