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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 | $81,686 | $73,863+10.6% | $143,797-43.2% | $68,490+19.3% |
| Participation rate | 79.1% | 66.7%+12.5pp | 80.3%-1.2pp | 67.9%+11.2pp |
| Annual return | -11.76% | 0.91%-12.7pp | -0.04%-11.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $2,638 | $3,185-17.2% | $4,952-46.7% | $2,597+1.6% |
| Participant deferral / active EE | $6,486 | $3,385+91.6% | $5,638+15.0% | $4,028+61.0% |
| Admin fee / account holder | $2,787 | $5,756-51.6% | $14,679-81.0% | $5,403-48.4% |