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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 | $125,645 | $50,947+146.6% | $74,551+68.5% | $64,173+95.8% |
| Participation rate | 92.5% | 61.1%+31.4pp | 69.1%+23.3pp | 69.6%+22.9pp |
| Annual return | -6.09% | -1.85%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,616 | $1,115+134.6% | $1,961+33.4% | $2,381+9.9% |
| Participant deferral / active EE | $3,733 | $2,302+62.2% | $3,108+20.1% | $3,470+7.6% |
| Admin fee / account holder | $25,063 | $4,221+493.8% | $5,059+395.4% | $4,887+412.8% |