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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 | $79,250 | $43,338+82.9% | $59,887+32.3% | $64,173+23.5% |
| Participation rate | 91.2% | 69.2%+22.0pp | 74.7%+16.5pp | 69.6%+21.6pp |
| Annual return | -6.69% | -1.55%-5.1pp | 3.46%-10.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,851 | $2,030-8.8% | $2,722-32.0% | $2,381-22.3% |
| Participant deferral / active EE | $7,878 | $2,547+209.3% | $3,402+131.6% | $3,470+127.1% |
| Admin fee / account holder | $9,001 | $3,007+199.3% | $3,591+150.6% | $4,887+84.2% |