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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 | $70,954 | $110,083-35.5% | $151,639-53.2% | $68,486+3.6% |
| Participation rate | 90.9% | 84.0%+7.0pp | 87.5%+3.4pp | 67.9%+23.0pp |
| Annual return | -14.92% | -10.12%-4.8pp | 3.34%-18.3pp | -7.85%-7.1pp |
| Employer contribution / active EE | $2,188 | $4,470-51.0% | $6,165-64.5% | $2,597-15.7% |
| Participant deferral / active EE | $3,888 | $6,526-40.4% | $8,363-53.5% | $4,028-3.5% |
| Admin fee / account holder | $3,921 | $7,718-49.2% | $11,613-66.2% | $5,404-27.4% |