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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 | $85,526 | $50,947+67.9% | $74,551+14.7% | $64,173+33.3% |
| Participation rate | 88.5% | 61.1%+27.4pp | 69.1%+19.3pp | 69.6%+18.9pp |
| Annual return | -4.48% | -1.85%-2.6pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,169 | $1,115+94.4% | $1,961+10.6% | $2,381-8.9% |
| Participant deferral / active EE | $7,818 | $2,302+239.7% | $3,108+151.5% | $3,470+125.3% |
| Admin fee / account holder | $22,890 | $4,221+442.3% | $5,059+352.4% | $4,887+368.3% |