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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 | $93,861 | $42,383+121.5% | $76,518+22.7% | $64,173+46.3% |
| Participation rate | 78.6% | 58.1%+20.4pp | 68.0%+10.6pp | 69.6%+9.0pp |
| Annual return | -6.54% | -16.54%+10.0pp | -0.27%-6.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,983 | $1,563+26.9% | $2,647-25.1% | $2,381-16.7% |
| Participant deferral / active EE | $3,836 | $2,566+49.5% | $3,8360% | $3,470+10.6% |
| Admin fee / account holder | $2,536 | $3,198-20.7% | $4,849-47.7% | $4,887-48.1% |