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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 | $122,579 | $62,583+95.9% | $76,767+59.7% | $64,173+91.0% |
| Participation rate | 88.0% | 72.8%+15.2pp | 77.0%+11.0pp | 69.6%+18.4pp |
| Annual return | -5.00% | -1.95%-3.1pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,664 | $1,832-9.2% | $2,485-33.1% | $2,381-30.1% |
| Participant deferral / active EE | $4,159 | $3,145+32.2% | $3,852+8.0% | $3,470+19.9% |
| Admin fee / account holder | $25,808 | $4,667+453.0% | $6,675+286.6% | $4,887+428.1% |