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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 | $137,511 | $50,947+169.9% | $74,551+84.5% | $64,173+114.3% |
| Participation rate | 95.8% | 61.1%+34.8pp | 69.1%+26.7pp | 69.6%+26.3pp |
| Annual return | -3.60% | -1.85%-1.7pp | 32.53%-36.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,099 | $1,115+88.2% | $1,961+7.0% | $2,381-11.8% |
| Participant deferral / active EE | $2,842 | $2,302+23.5% | $3,108-8.6% | $3,470-18.1% |
| Admin fee / account holder | $8,384 | $4,221+98.6% | $5,059+65.7% | $4,887+71.5% |