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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 | $89,118 | $45,872+94.3% | $77,100+15.6% | $68,490+30.1% |
| Participation rate | 87.9% | 55.9%+32.0pp | 67.9%+20.0pp | 67.9%+20.0pp |
| Annual return | -18.50% | 1.73%-20.2pp | 42.35%-60.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $2,750 | $1,650+66.7% | $2,815-2.3% | $2,597+5.9% |
| Participant deferral / active EE | $7,867 | $2,963+165.5% | $4,430+77.6% | $4,028+95.3% |
| Admin fee / account holder | $1,477 | $3,041-51.4% | $5,443-72.9% | $5,403-72.7% |