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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 | $103,334 | $50,947+102.8% | $74,551+38.6% | $64,173+61.0% |
| Participation rate | 72.2% | 61.1%+11.2pp | 69.1%+3.1pp | 69.6%+2.7pp |
| Annual return | -6.46% | -1.85%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $616 | $1,115-44.8% | $1,961-68.6% | $2,381-74.1% |
| Participant deferral / active EE | $4,882 | $2,302+112.1% | $3,108+57.1% | $3,470+40.7% |
| Admin fee / account holder | $7,852 | $4,221+86.0% | $5,059+55.2% | $4,887+60.7% |