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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 | $153,114 | $56,484+171.1% | $169,452-9.6% | $64,173+138.6% |
| Participation rate | 91.7% | 64.5%+27.1pp | 77.8%+13.9pp | 69.6%+22.1pp |
| Annual return | -3.92% | -1.55%-2.4pp | 1.83%-5.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,558 | $1,832-15.0% | $4,157-62.5% | $2,381-34.6% |
| Participant deferral / active EE | $6,695 | $3,448+94.2% | $5,277+26.9% | $3,470+93.0% |
| Admin fee / account holder | $18,184 | $4,174+335.6% | $9,110+99.6% | $4,887+272.1% |