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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 | $98,850 | $59,819+65.2% | $79,583+24.2% | $68,490+44.3% |
| Participation rate | 70.6% | 61.1%+9.5pp | 69.5%+1.1pp | 67.9%+2.7pp |
| Annual return | -13.08% | -12.30%-0.8pp | 0.16%-13.2pp | -7.85%-5.2pp |
| Employer contribution / active EE | $1,744 | $1,505+15.8% | $2,414-27.8% | $2,597-32.8% |
| Participant deferral / active EE | $5,052 | $3,025+67.0% | $3,986+26.7% | $4,028+25.4% |
| Admin fee / account holder | $5,104 | $4,835+5.6% | $6,835-25.3% | $5,403-5.5% |