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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 | $94,670 | $56,484+67.6% | $169,452-44.1% | $64,173+47.5% |
| Participation rate | 86.7% | 64.5%+22.1pp | 77.8%+8.9pp | 69.6%+17.1pp |
| Annual return | -1.40% | -1.55%+0.2pp | 1.83%-3.2pp | 7.63%-9.0pp |
| Employer contribution / active EE | $3,874 | $1,832+111.4% | $4,157-6.8% | $2,381+62.7% |
| Participant deferral / active EE | $8,814 | $3,448+155.6% | $5,277+67.0% | $3,470+154.0% |
| Admin fee / account holder | $10,701 | $4,174+156.4% | $9,110+17.5% | $4,887+118.9% |