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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 | $83,529 | $50,958+63.9% | $74,552+12.0% | $64,181+30.1% |
| Participation rate | 87.9% | 61.1%+26.8pp | 69.1%+18.7pp | 69.6%+18.3pp |
| Annual return | -2.17% | -1.86%-0.3pp | 32.53%-34.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $4,240 | $1,115+280.2% | $1,961+116.2% | $2,381+78.1% |
| Participant deferral / active EE | $2,585 | $2,301+12.3% | $3,108-16.8% | $3,470-25.5% |
| Admin fee / account holder | $13,878 | $4,223+228.7% | $5,060+174.3% | $4,887+184.0% |