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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 | $90,264 | $50,947+77.2% | $74,551+21.1% | $64,173+40.7% |
| Participation rate | 86.4% | 61.1%+25.4pp | 69.1%+17.3pp | 69.6%+16.9pp |
| Annual return | -6.58% | -1.85%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,187 | $1,115+275.4% | $1,961+113.5% | $2,381+75.9% |
| Participant deferral / active EE | $2,283 | $2,302-0.8% | $3,108-26.6% | $3,470-34.2% |
| Admin fee / account holder | $14,397 | $4,221+241.1% | $5,059+184.6% | $4,887+194.6% |