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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 | $67,119 | $53,162+26.3% | $91,225-26.4% | $68,486-2.0% |
| Participation rate | 87.5% | 63.2%+24.3pp | 73.2%+14.3pp | 67.9%+19.6pp |
| Annual return | -14.54% | -3.14%-11.4pp | 114.12%-128.7pp | -7.85%-6.7pp |
| Employer contribution / active EE | $868 | $1,709-49.2% | $2,851-69.5% | $2,597-66.6% |
| Participant deferral / active EE | $7,093 | $2,974+138.5% | $4,233+67.5% | $4,028+76.1% |
| Admin fee / account holder | $1,956 | $4,493-56.5% | $5,422-63.9% | $5,404-63.8% |