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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 | $83,665 | $61,660+35.7% | $80,022+4.6% | $64,173+30.4% |
| Participation rate | 96.9% | 71.7%+25.2pp | 75.8%+21.0pp | 69.6%+27.3pp |
| Annual return | -5.04% | -0.33%-4.7pp | 11.22%-16.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $4,840 | $1,810+167.3% | $2,468+96.1% | $2,381+103.3% |
| Participant deferral / active EE | $4,525 | $2,968+52.5% | $3,686+22.8% | $3,470+30.4% |
| Admin fee / account holder | $16,145 | $5,417+198.0% | $6,521+147.6% | $4,887+230.3% |