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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 | $82,117 | $59,819+37.3% | $79,583+3.2% | $68,490+19.9% |
| Participation rate | 74.5% | 61.1%+13.4pp | 69.5%+5.0pp | 67.9%+6.6pp |
| Annual return | -15.19% | -12.30%-2.9pp | 0.16%-15.4pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,327 | $1,505-11.9% | $2,414-45.0% | $2,597-48.9% |
| Participant deferral / active EE | $4,248 | $3,025+40.4% | $3,986+6.6% | $4,028+5.5% |
| Admin fee / account holder | $4,185 | $4,835-13.4% | $6,835-38.8% | $5,403-22.5% |