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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 | $69,113 | $73,009-5.3% | $90,760-23.9% | $68,486+0.9% |
| Participation rate | 89.7% | 70.8%+18.9pp | 75.7%+14.0pp | 67.9%+21.9pp |
| Annual return | -17.87% | -13.81%-4.1pp | -12.16%-5.7pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,625 | $2,193+19.7% | $2,922-10.2% | $2,597+1.1% |
| Participant deferral / active EE | $4,089 | $3,626+12.8% | $4,565-10.4% | $4,028+1.5% |
| Admin fee / account holder | $1,215 | $5,896-79.4% | $8,444-85.6% | $5,404-77.5% |