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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 | $123,968 | $72,388+71.3% | $111,392+11.3% | $64,181+93.2% |
| Participation rate | 86.7% | 70.5%+16.2pp | 78.9%+7.8pp | 69.6%+17.1pp |
| Annual return | -2.34% | -1.50%-0.8pp | -2.06%-0.3pp | 7.63%-10.0pp |
| Employer contribution / active EE | $3,681 | $3,000+22.7% | $4,328-14.9% | $2,381+54.6% |
| Participant deferral / active EE | $7,215 | $4,241+70.1% | $5,567+29.6% | $3,470+108.0% |
| Admin fee / account holder | $52,157 | $5,719+811.9% | $12,266+325.2% | $4,887+967.2% |