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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 | $111,490 | $59,813+86.4% | $79,580+40.1% | $68,486+62.8% |
| Participation rate | 72.2% | 61.1%+11.2pp | 69.5%+2.7pp | 67.9%+4.3pp |
| Annual return | -3.06% | -12.30%+9.2pp | 0.15%-3.2pp | -7.85%+4.8pp |
| Employer contribution / active EE | $5,368 | $1,505+256.6% | $2,413+122.4% | $2,597+106.7% |
| Participant deferral / active EE | $2,327 | $3,024-23.1% | $3,985-41.6% | $4,028-42.2% |
| Admin fee / account holder | $18,844 | $4,835+289.8% | $6,835+175.7% | $5,404+248.7% |