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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 | $99,261 | $72,404+37.1% | $110,243-10.0% | $64,173+54.7% |
| Participation rate | 86.9% | 73.3%+13.6pp | 79.8%+7.1pp | 69.6%+17.3pp |
| Annual return | -5.50% | -6.29%+0.8pp | 314.76%-320.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $716 | $2,282-68.6% | $3,827-81.3% | $2,381-69.9% |
| Participant deferral / active EE | $5,570 | $3,469+60.6% | $4,672+19.2% | $3,470+60.5% |
| Admin fee / account holder | $3,592 | $5,664-36.6% | $8,548-58.0% | $4,887-26.5% |