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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 | $134,093 | $62,583+114.3% | $76,767+74.7% | $64,173+109.0% |
| Participation rate | 86.8% | 72.8%+14.0pp | 77.0%+9.8pp | 69.6%+17.2pp |
| Annual return | -5.86% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,171 | $1,832-36.1% | $2,485-52.9% | $2,381-50.8% |
| Participant deferral / active EE | $5,395 | $3,145+71.6% | $3,852+40.1% | $3,470+55.5% |
| Admin fee / account holder | $15,350 | $4,667+228.9% | $6,675+130.0% | $4,887+214.1% |