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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 | $74,661 | $59,819+24.8% | $79,583-6.2% | $68,490+9.0% |
| Participation rate | 86.9% | 61.1%+25.8pp | 69.5%+17.4pp | 67.9%+19.0pp |
| Annual return | -1.16% | -12.30%+11.1pp | 0.16%-1.3pp | -7.85%+6.7pp |
| Employer contribution / active EE | $3,614 | $1,505+140.1% | $2,414+49.7% | $2,597+39.2% |
| Participant deferral / active EE | $3,297 | $3,025+9.0% | $3,986-17.3% | $4,028-18.1% |
| Admin fee / account holder | $20,581 | $4,835+325.6% | $6,835+201.1% | $5,403+280.9% |