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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 | $127,917 | $50,947+151.1% | $74,549+71.6% | $64,173+99.3% |
| Participation rate | 94.0% | 61.1%+32.9pp | 69.1%+24.9pp | 69.6%+24.4pp |
| Annual return | -7.59% | -1.85%-5.7pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $5,372 | $1,115+381.6% | $1,961+173.9% | $2,381+125.6% |
| Participant deferral / active EE | $12,669 | $2,302+450.5% | $3,108+307.6% | $3,470+265.1% |
| Admin fee / account holder | $6,287 | $4,221+49.0% | $5,059+24.3% | $4,887+28.6% |