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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 | $67,485 | $42,383+59.2% | $76,518-11.8% | $64,173+5.2% |
| Participation rate | 87.9% | 58.1%+29.8pp | 68.0%+19.9pp | 69.6%+18.4pp |
| Annual return | -7.13% | -16.54%+9.4pp | -0.27%-6.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,001 | $1,563-36.0% | $2,647-62.2% | $2,381-58.0% |
| Participant deferral / active EE | $6,400 | $2,566+149.4% | $3,836+66.9% | $3,470+84.5% |
| Admin fee / account holder | $13,895 | $3,198+334.5% | $4,849+186.6% | $4,887+184.3% |