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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 | $102,061 | $42,383+140.8% | $76,518+33.4% | $64,173+59.0% |
| Participation rate | 96.4% | 58.1%+38.3pp | 68.0%+28.4pp | 69.6%+26.9pp |
| Annual return | -7.09% | -16.54%+9.4pp | -0.27%-6.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,349 | $1,563+50.3% | $2,647-11.3% | $2,381-1.3% |
| Participant deferral / active EE | $3,186 | $2,566+24.1% | $3,836-16.9% | $3,470-8.2% |
| Admin fee / account holder | $19,871 | $3,198+521.4% | $4,849+309.8% | $4,887+306.6% |