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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 | $83,205 | $77,816+6.9% | $123,549-32.7% | $64,181+29.6% |
| Participation rate | 71.4% | 74.7%-3.3pp | 82.3%-10.9pp | 69.6%+1.9pp |
| Annual return | -1.88% | 12.49%-14.4pp | 119.20%-121.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $881 | $3,014-70.8% | $4,628-81.0% | $2,381-63.0% |
| Participant deferral / active EE | $2,771 | $5,240-47.1% | $6,426-56.9% | $3,470-20.1% |
| Admin fee / account holder | $5,855 | $5,519+6.1% | $9,284-36.9% | $4,887+19.8% |