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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 | $88,291 | $73,848+19.6% | $143,799-38.6% | $68,486+28.9% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -18.32% | 0.91%-19.2pp | -0.04%-18.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $7,482 | $3,184+135.0% | $4,952+51.1% | $2,597+188.2% |
| Participant deferral / active EE | $5,401 | $3,385+59.6% | $5,638-4.2% | $4,028+34.1% |
| Admin fee / account holder | $541 | $5,755-90.6% | $14,677-96.3% | $5,404-90.0% |