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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 | $88,523 | $59,819+48.0% | $79,583+11.2% | $68,490+29.2% |
| Participation rate | 91.1% | 61.1%+30.0pp | 69.5%+21.6pp | 67.9%+23.2pp |
| Annual return | -15.34% | -12.30%-3.0pp | 0.16%-15.5pp | -7.85%-7.5pp |
| Employer contribution / active EE | $4,393 | $1,505+191.8% | $2,414+82.0% | $2,597+69.2% |
| Participant deferral / active EE | $4,976 | $3,025+64.5% | $3,986+24.8% | $4,028+23.5% |
| Admin fee / account holder | $19,616 | $4,835+305.7% | $6,835+187.0% | $5,403+263.1% |