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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 | $66,521 | $50,947+30.6% | $74,549-10.8% | $64,173+3.7% |
| Participation rate | 74.6% | 61.1%+13.6pp | 69.1%+5.5pp | 69.6%+5.1pp |
| Annual return | -4.62% | -1.85%-2.8pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $467 | $1,115-58.2% | $1,961-76.2% | $2,381-80.4% |
| Participant deferral / active EE | $2,380 | $2,302+3.4% | $3,108-23.4% | $3,470-31.4% |
| Admin fee / account holder | $9,428 | $4,221+123.4% | $5,059+86.4% | $4,887+92.9% |