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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 | $93,927 | $73,863+27.2% | $143,797-34.7% | $68,490+37.1% |
| Participation rate | 70.7% | 66.7%+4.1pp | 80.3%-9.6pp | 67.9%+2.8pp |
| Annual return | -8.38% | 0.91%-9.3pp | -0.04%-8.3pp | -7.85%-0.5pp |
| Employer contribution / active EE | $988 | $3,185-69.0% | $4,952-80.0% | $2,597-61.9% |
| Participant deferral / active EE | $3,498 | $3,385+3.3% | $5,638-38.0% | $4,028-13.2% |
| Admin fee / account holder | $4,331 | $5,756-24.8% | $14,679-70.5% | $5,403-19.8% |