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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 | $91,043 | $77,817+17.0% | $123,553-26.3% | $64,173+41.9% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -6.44% | 12.49%-18.9pp | 119.21%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,639 | $3,014-12.4% | $4,628-43.0% | $2,381+10.9% |
| Participant deferral / active EE | $6,155 | $5,240+17.5% | $6,426-4.2% | $3,470+77.4% |
| Admin fee / account holder | $24,312 | $5,519+340.5% | $9,284+161.9% | $4,887+397.4% |