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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 | $70,033 | $50,947+37.5% | $74,549-6.1% | $64,173+9.1% |
| Participation rate | 98.0% | 61.1%+36.9pp | 69.1%+28.9pp | 69.6%+28.4pp |
| Annual return | -5.18% | -1.85%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $6,081 | $1,115+445.2% | $1,961+210.1% | $2,381+155.4% |
| Participant deferral / active EE | $3,544 | $2,302+54.0% | $3,108+14.0% | $3,470+2.1% |
| Admin fee / account holder | $1,022 | $4,221-75.8% | $5,059-79.8% | $4,887-79.1% |