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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 | $93,279 | $50,947+83.1% | $74,549+25.1% | $64,173+45.4% |
| Participation rate | 78.6% | 61.1%+17.5pp | 69.1%+9.4pp | 69.6%+9.0pp |
| Annual return | -5.52% | -1.85%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $864 | $1,115-22.6% | $1,961-56.0% | $2,381-63.7% |
| Participant deferral / active EE | $5,851 | $2,302+154.2% | $3,108+88.3% | $3,470+68.6% |
| Admin fee / account holder | $9,847 | $4,221+133.3% | $5,059+94.6% | $4,887+101.5% |