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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 | $97,380 | $59,819+62.8% | $79,583+22.4% | $68,490+42.2% |
| Participation rate | 71.9% | 61.1%+10.8pp | 69.5%+2.4pp | 67.9%+4.0pp |
| Annual return | -16.88% | -12.30%-4.6pp | 0.16%-17.0pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,629 | $1,505+8.2% | $2,414-32.5% | $2,597-37.3% |
| Participant deferral / active EE | $5,241 | $3,025+73.3% | $3,986+31.5% | $4,028+30.1% |
| Admin fee / account holder | $4,724 | $4,835-2.3% | $6,835-30.9% | $5,403-12.6% |