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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 | $82,990 | $56,484+46.9% | $169,452-51.0% | $64,173+29.3% |
| Participation rate | 96.9% | 64.5%+32.3pp | 77.8%+19.1pp | 69.6%+27.3pp |
| Annual return | -3.25% | -1.55%-1.7pp | 1.83%-5.1pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,277 | $1,832+24.3% | $4,157-45.2% | $2,381-4.4% |
| Participant deferral / active EE | $6,804 | $3,448+97.3% | $5,277+28.9% | $3,470+96.1% |
| Admin fee / account holder | $49,083 | $4,174+1075.9% | $9,110+438.8% | $4,887+904.3% |