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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 | $72,068 | $42,383+70.0% | $76,518-5.8% | $64,173+12.3% |
| Participation rate | 93.8% | 58.1%+35.6pp | 68.0%+25.8pp | 69.6%+24.2pp |
| Annual return | -5.58% | -16.54%+11.0pp | -0.27%-5.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $9,630 | $1,563+516.0% | $2,647+263.8% | $2,381+304.5% |
| Participant deferral / active EE | $9,946 | $2,566+287.5% | $3,836+159.3% | $3,470+186.6% |
| Admin fee / account holder | $2,418 | $3,198-24.4% | $4,849-50.1% | $4,887-50.5% |