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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 | $131,124 | $50,958+157.3% | $74,552+75.9% | $64,181+104.3% |
| Participation rate | 93.7% | 61.1%+32.6pp | 69.1%+24.5pp | 69.6%+24.1pp |
| Annual return | -5.09% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,068 | $1,115+85.4% | $1,961+5.5% | $2,381-13.1% |
| Participant deferral / active EE | $4,990 | $2,301+116.8% | $3,108+60.6% | $3,470+43.8% |
| Admin fee / account holder | $7,200 | $4,223+70.5% | $5,060+42.3% | $4,887+47.3% |