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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 | $103,912 | $71,878+44.6% | $86,698+19.9% | $68,486+51.7% |
| Participation rate | 82.1% | 72.2%+9.8pp | 76.6%+5.5pp | 67.9%+14.2pp |
| Annual return | -8.12% | 3.53%-11.7pp | 35.95%-44.1pp | -7.85%-0.3pp |
| Employer contribution / active EE | $1,960 | $2,173-9.8% | $2,837-30.9% | $2,597-24.5% |
| Participant deferral / active EE | $6,909 | $3,779+82.8% | $4,656+48.4% | $4,028+71.5% |
| Admin fee / account holder | $45,137 | $6,113+638.4% | $7,493+502.4% | $5,404+735.3% |