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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 | $112,720 | $58,577+92.4% | $83,323+35.3% | $64,181+75.6% |
| Participation rate | 87.7% | 72.0%+15.7pp | 77.8%+9.9pp | 69.6%+18.1pp |
| Annual return | -5.34% | 9.65%-15.0pp | 10.63%-16.0pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,874 | $2,098-10.7% | $3,379-44.5% | $2,381-21.3% |
| Participant deferral / active EE | $7,465 | $4,654+60.4% | $5,565+34.1% | $3,470+115.2% |
| Admin fee / account holder | $24,014 | $9,275+158.9% | $7,539+218.5% | $4,887+391.4% |