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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 | $91,542 | $64,729+41.4% | $112,263-18.5% | $68,490+33.7% |
| Participation rate | 84.8% | 67.2%+17.7pp | 75.1%+9.8pp | 67.9%+17.0pp |
| Annual return | -15.83% | -11.40%-4.4pp | 27.49%-43.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,475 | $2,746-46.3% | $3,636-59.4% | $2,597-43.2% |
| Participant deferral / active EE | $5,705 | $3,566+60.0% | $4,729+20.6% | $4,028+41.6% |
| Admin fee / account holder | $30,860 | $5,222+491.0% | $6,410+381.4% | $5,403+471.2% |