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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 | $69,394 | $62,583+10.9% | $76,767-9.6% | $64,173+8.1% |
| Participation rate | 95.7% | 72.8%+22.9pp | 77.0%+18.8pp | 69.6%+26.2pp |
| Annual return | -3.58% | -1.95%-1.6pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $6,189 | $1,832+237.8% | $2,485+149.0% | $2,381+160.0% |
| Participant deferral / active EE | $2,875 | $3,145-8.6% | $3,852-25.4% | $3,470-17.1% |
| Admin fee / account holder | $21,135 | $4,667+352.9% | $6,675+216.6% | $4,887+332.4% |