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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 | $89,844 | $54,726+64.2% | $68,793+30.6% | $64,181+40.0% |
| Participation rate | 84.6% | 68.0%+16.6pp | 72.2%+12.4pp | 69.6%+15.0pp |
| Annual return | -6.09% | -1.62%-4.5pp | -4.63%-1.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,591 | $1,846+94.5% | $2,625+36.8% | $2,381+50.8% |
| Participant deferral / active EE | $1,407 | $2,626-46.4% | $3,311-57.5% | $3,470-59.4% |
| Admin fee / account holder | $17,185 | $4,027+326.8% | $5,131+235.0% | $4,887+251.6% |