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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 | $118,984 | $71,878+65.5% | $86,698+37.2% | $68,486+73.7% |
| Participation rate | 79.1% | 72.2%+6.8pp | 76.6%+2.5pp | 67.9%+11.2pp |
| Annual return | -14.54% | 3.53%-18.1pp | 35.95%-50.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $2,295 | $2,173+5.6% | $2,837-19.1% | $2,597-11.6% |
| Participant deferral / active EE | $4,446 | $3,779+17.6% | $4,656-4.5% | $4,028+10.4% |
| Admin fee / account holder | $39,772 | $6,113+550.6% | $7,493+430.8% | $5,404+636.0% |