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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 | $78,685 | $48,267+63.0% | $68,794+14.4% | $68,495+14.9% |
| Participation rate | 77.1% | 60.7%+16.5pp | 69.0%+8.1pp | 67.9%+9.3pp |
| Annual return | -15.81% | -12.70%-3.1pp | -6.37%-9.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,916 | $1,829+4.7% | $2,656-27.9% | $2,596-26.2% |
| Participant deferral / active EE | $3,555 | $2,867+24.0% | $3,941-9.8% | $4,028-11.7% |
| Admin fee / account holder | $1,396 | $4,362-68.0% | $4,934-71.7% | $5,403-74.2% |