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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 | $90,230 | $73,848+22.2% | $143,799-37.3% | $68,486+31.7% |
| Participation rate | 94.0% | 66.7%+27.3pp | 80.3%+13.7pp | 67.9%+26.1pp |
| Annual return | -17.42% | 0.91%-18.3pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $3,557 | $3,184+11.7% | $4,952-28.2% | $2,597+37.0% |
| Participant deferral / active EE | $4,163 | $3,385+23.0% | $5,638-26.2% | $4,028+3.4% |
| Admin fee / account holder | $19,823 | $5,755+244.4% | $14,677+35.1% | $5,404+266.8% |