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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 | $90,915 | $50,947+78.4% | $74,551+22.0% | $64,173+41.7% |
| Participation rate | 82.8% | 61.1%+21.8pp | 69.1%+13.7pp | 69.6%+13.2pp |
| Annual return | -3.19% | -1.85%-1.3pp | 32.53%-35.7pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,594 | $1,115+42.9% | $1,961-18.7% | $2,381-33.0% |
| Participant deferral / active EE | $3,086 | $2,302+34.1% | $3,108-0.7% | $3,470-11.1% |
| Admin fee / account holder | $8,447 | $4,221+100.1% | $5,059+67.0% | $4,887+72.8% |