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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 | $84,396 | $50,958+65.6% | $74,552+13.2% | $64,181+31.5% |
| Participation rate | 88.6% | 61.1%+27.6pp | 69.1%+19.5pp | 69.6%+19.1pp |
| Annual return | -2.17% | -1.86%-0.3pp | 32.53%-34.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $4,285 | $1,115+284.2% | $1,961+118.5% | $2,381+80.0% |
| Participant deferral / active EE | $3,397 | $2,301+47.6% | $3,108+9.3% | $3,470-2.1% |
| Admin fee / account holder | $1,011 | $4,223-76.1% | $5,060-80.0% | $4,887-79.3% |