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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 | $149,766 | $42,383+253.4% | $76,518+95.7% | $64,173+133.4% |
| Participation rate | 87.5% | 58.1%+29.4pp | 68.0%+19.5pp | 69.6%+17.9pp |
| Annual return | -5.95% | -16.54%+10.6pp | -0.27%-5.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,462 | $1,563+121.5% | $2,647+30.8% | $2,381+45.4% |
| Participant deferral / active EE | $4,072 | $2,566+58.6% | $3,836+6.1% | $3,470+17.3% |
| Admin fee / account holder | $8,274 | $3,198+158.7% | $4,849+70.6% | $4,887+69.3% |