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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 | $90,255 | $62,583+44.2% | $76,767+17.6% | $64,173+40.6% |
| Participation rate | 97.6% | 72.8%+24.8pp | 77.0%+20.7pp | 69.6%+28.0pp |
| Annual return | -2.67% | -1.95%-0.7pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,666 | $1,832-9.1% | $2,485-33.0% | $2,381-30.0% |
| Participant deferral / active EE | $4,946 | $3,145+57.3% | $3,852+28.4% | $3,470+42.5% |
| Admin fee / account holder | $39,413 | $4,667+744.5% | $6,675+490.4% | $4,887+706.4% |