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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 | $78,314 | $50,947+53.7% | $74,551+5.0% | $64,173+22.0% |
| Participation rate | 73.7% | 61.1%+12.6pp | 69.1%+4.5pp | 69.6%+4.1pp |
| Annual return | -5.00% | -1.85%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,632 | $1,115+135.9% | $1,961+34.2% | $2,381+10.5% |
| Participant deferral / active EE | $2,452 | $2,302+6.5% | $3,108-21.1% | $3,470-29.3% |
| Admin fee / account holder | $46,338 | $4,221+997.8% | $5,059+815.9% | $4,887+848.1% |