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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 | $115,066 | $49,280+133.5% | $67,313+70.9% | $64,173+79.3% |
| Participation rate | 88.9% | 60.8%+28.1pp | 69.1%+19.8pp | 69.6%+19.3pp |
| Annual return | 11.17% | -1.39%+12.6pp | -4.08%+15.3pp | 7.63%+3.5pp |
| Employer contribution / active EE | $1,328 | $1,668-20.4% | $2,566-48.2% | $2,381-44.2% |
| Participant deferral / active EE | $3,349 | $2,484+34.8% | $3,568-6.2% | $3,470-3.5% |
| Admin fee / account holder | $36,746 | $3,863+851.3% | $4,507+715.4% | $4,887+651.9% |