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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 | $92,466 | $50,947+81.5% | $74,551+24.0% | $64,173+44.1% |
| Participation rate | 82.1% | 61.1%+21.1pp | 69.1%+13.0pp | 69.6%+12.6pp |
| Annual return | -4.15% | -1.85%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,058 | $1,115-5.2% | $1,961-46.1% | $2,381-55.6% |
| Participant deferral / active EE | $3,884 | $2,302+68.7% | $3,108+24.9% | $3,470+11.9% |
| Admin fee / account holder | $1,175 | $4,221-72.2% | $5,059-76.8% | $4,887-76.0% |