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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 | $84,903 | $64,729+31.2% | $112,263-24.4% | $68,490+24.0% |
| Participation rate | 97.9% | 67.2%+30.8pp | 75.1%+22.9pp | 67.9%+30.0pp |
| Annual return | -17.66% | -11.40%-6.3pp | 27.49%-45.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,085 | $2,746-60.5% | $3,636-70.2% | $2,597-58.2% |
| Participant deferral / active EE | $8,729 | $3,566+144.8% | $4,729+84.6% | $4,028+116.7% |
| Admin fee / account holder | $907 | $5,222-82.6% | $6,410-85.9% | $5,403-83.2% |