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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 | $76,901 | $43,504+76.8% | $68,612+12.1% | $56,289+36.6% |
| Participation rate | 85.6% | 67.8%+17.7pp | 72.2%+13.3pp | 69.9%+15.7pp |
| Annual return | -4.12% | -3.15%-1.0pp | -4.63%+0.5pp | -9.96%+5.8pp |
| Employer contribution / active EE | $2,595 | $1,525+70.2% | $2,625-1.1% | $2,111+22.9% |
| Participant deferral / active EE | $2,033 | $2,509-19.0% | $3,311-38.6% | $3,350-39.3% |
| Admin fee / account holder | $17,526 | $515+3303.2% | $5,131+241.5% | $521+3264.1% |