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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 | $89,972 | $72,388+24.3% | $111,392-19.2% | $64,181+40.2% |
| Participation rate | 86.2% | 70.5%+15.7pp | 78.9%+7.3pp | 69.6%+16.6pp |
| Annual return | -4.41% | -1.50%-2.9pp | -2.06%-2.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $4,979 | $3,000+66.0% | $4,328+15.0% | $2,381+109.1% |
| Participant deferral / active EE | $6,841 | $4,241+61.3% | $5,567+22.9% | $3,470+97.2% |
| Admin fee / account holder | $24,054 | $5,719+320.6% | $12,266+96.1% | $4,887+392.2% |