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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 | $110,053 | $50,947+116.0% | $74,549+47.6% | $64,173+71.5% |
| Participation rate | 85.2% | 61.1%+24.1pp | 69.1%+16.0pp | 69.6%+15.6pp |
| Annual return | -5.60% | -1.85%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,712 | $1,115+143.1% | $1,961+38.3% | $2,381+13.9% |
| Participant deferral / active EE | $5,837 | $2,302+153.6% | $3,108+87.8% | $3,470+68.2% |
| Admin fee / account holder | $2,106 | $4,221-50.1% | $5,059-58.4% | $4,887-56.9% |