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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 | $143,916 | $72,388+98.8% | $111,392+29.2% | $64,173+124.3% |
| Participation rate | 80.6% | 70.5%+10.1pp | 78.9%+1.8pp | 69.6%+11.1pp |
| Annual return | -3.36% | -1.50%-1.9pp | -2.06%-1.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,372 | $3,000-54.3% | $4,328-68.3% | $2,381-42.4% |
| Participant deferral / active EE | $2,752 | $4,241-35.1% | $5,567-50.6% | $3,470-20.7% |
| Admin fee / account holder | $4,920 | $5,719-14.0% | $12,266-59.9% | $4,887+0.7% |