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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 | $95,663 | $59,191+61.6% | $76,767+24.6% | $56,289+70.0% |
| Participation rate | 90.0% | 75.2%+14.8pp | 77.0%+13.0pp | 69.9%+20.1pp |
| Annual return | -5.32% | 6.62%-11.9pp | 2.43%-7.7pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,931 | $1,759+66.7% | $2,485+17.9% | $2,111+38.8% |
| Participant deferral / active EE | $3,624 | $3,255+11.3% | $3,852-5.9% | $3,350+8.2% |
| Admin fee / account holder | $11,215 | $489+2192.6% | $6,675+68.0% | $521+2052.8% |