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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 | $116,384 | $58,587+98.7% | $83,322+39.7% | $64,173+81.4% |
| Participation rate | 76.9% | 72.0%+4.9pp | 77.8%-0.8pp | 69.6%+7.4pp |
| Annual return | -5.38% | 9.65%-15.0pp | 10.64%-16.0pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,112 | $2,098-47.0% | $3,379-67.1% | $2,381-53.3% |
| Participant deferral / active EE | $7,370 | $4,654+58.3% | $5,565+32.4% | $3,470+112.4% |
| Admin fee / account holder | $16,459 | $9,279+77.4% | $7,540+118.3% | $4,887+236.8% |