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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 | $84,789 | $50,947+66.4% | $74,549+13.7% | $64,173+32.1% |
| Participation rate | 94.7% | 61.1%+33.7pp | 69.1%+25.6pp | 69.6%+25.2pp |
| Annual return | -4.93% | -1.85%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,816 | $1,115+62.8% | $1,961-7.4% | $2,381-23.7% |
| Participant deferral / active EE | $2,516 | $2,302+9.3% | $3,108-19.0% | $3,470-27.5% |
| Admin fee / account holder | $13,676 | $4,221+224.0% | $5,059+170.3% | $4,887+179.8% |