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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 | $75,818 | $48,267+57.1% | $68,808+10.2% | $68,486+10.7% |
| Participation rate | 70.0% | 60.7%+9.3pp | 69.0%+1.0pp | 67.9%+2.1pp |
| Annual return | -4.61% | -12.70%+8.1pp | -6.37%+1.8pp | -7.85%+3.2pp |
| Employer contribution / active EE | $1,432 | $1,829-21.7% | $2,656-46.1% | $2,597-44.8% |
| Participant deferral / active EE | $3,028 | $2,867+5.6% | $3,942-23.2% | $4,028-24.8% |
| Admin fee / account holder | $2,981 | $4,362-31.7% | $4,936-39.6% | $5,404-44.8% |