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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 | $90,861 | $53,412+70.1% | $68,509+32.6% | $52,331+73.6% |
| Participation rate | 72.0% | 71.7%+0.3pp | 74.7%-2.8pp | 68.1%+3.9pp |
| Annual return | 0.19% | 3.42%-3.2pp | 8.27%-8.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,960 | $1,607+22.0% | $2,278-14.0% | $1,882+4.2% |
| Participant deferral / active EE | $5,158 | $2,688+91.9% | $3,382+52.5% | $3,022+70.7% |
| Admin fee / account holder | $13,111 | $461+2744.9% | $5,275+148.6% | $592+2116.2% |