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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 | $95,581 | $42,383+125.5% | $76,518+24.9% | $64,173+48.9% |
| Participation rate | 82.6% | 58.1%+24.5pp | 68.0%+14.6pp | 69.6%+13.0pp |
| Annual return | -6.20% | -16.54%+10.3pp | -0.27%-5.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,761 | $1,563+12.6% | $2,647-33.5% | $2,381-26.1% |
| Participant deferral / active EE | $5,098 | $2,566+98.7% | $3,836+32.9% | $3,470+46.9% |
| Admin fee / account holder | $5,676 | $3,198+77.5% | $4,849+17.1% | $4,887+16.1% |