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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 | $95,296 | $54,162+75.9% | $68,612+38.9% | $64,173+48.5% |
| Participation rate | 89.9% | 68.1%+21.8pp | 72.2%+17.6pp | 69.6%+20.3pp |
| Annual return | 0.05% | -1.62%+1.7pp | -4.63%+4.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,340 | $1,846-27.4% | $2,625-49.0% | $2,381-43.7% |
| Participant deferral / active EE | $3,910 | $2,626+48.9% | $3,311+18.1% | $3,470+12.7% |
| Admin fee / account holder | $11,711 | $4,029+190.7% | $5,131+128.2% | $4,887+139.6% |