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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 | $114,484 | $59,819+91.4% | $79,583+43.9% | $68,490+67.2% |
| Participation rate | 81.3% | 61.1%+20.2pp | 69.5%+11.8pp | 67.9%+13.4pp |
| Annual return | -11.09% | -12.30%+1.2pp | 0.16%-11.3pp | -7.85%-3.2pp |
| Employer contribution / active EE | $2,514 | $1,505+67.0% | $2,414+4.2% | $2,597-3.2% |
| Participant deferral / active EE | $5,106 | $3,025+68.8% | $3,986+28.1% | $4,028+26.8% |
| Admin fee / account holder | $47,515 | $4,835+882.7% | $6,835+595.1% | $5,403+779.4% |