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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 | $91,101 | $65,092+40.0% | $143,799-36.6% | $66,938+36.1% |
| Participation rate | 84.2% | 65.2%+19.0pp | 80.3%+3.8pp | 69.8%+14.3pp |
| Annual return | -14.82% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $5,936 | $2,362+151.3% | $4,952+19.9% | $2,545+133.2% |
| Participant deferral / active EE | $5,375 | $2,920+84.1% | $5,638-4.7% | $4,238+26.8% |
| Admin fee / account holder | $7,919 | $502+1476.3% | $14,677-46.0% | $594+1234.3% |