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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 | $92,670 | $53,596+72.9% | $90,657+2.2% | $64,173+44.4% |
| Participation rate | 72.2% | 64.5%+7.7pp | 74.0%-1.8pp | 69.6%+2.7pp |
| Annual return | -4.28% | 4.41%-8.7pp | 1.89%-6.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,604 | $2,459+209.3% | $3,424+122.1% | $3,470+119.2% |
| Admin fee / account holder | $2,758 | $3,868-28.7% | $4,994-44.8% | $4,887-43.6% |