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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 | $121,367 | $56,484+114.9% | $169,452-28.4% | $64,173+89.1% |
| Participation rate | 83.6% | 64.5%+19.1pp | 77.8%+5.8pp | 69.6%+14.0pp |
| Annual return | -5.48% | -1.55%-3.9pp | 1.83%-7.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $14,629 | $1,832+698.3% | $4,157+251.9% | $2,381+514.5% |
| Participant deferral / active EE | $1,772 | $3,448-48.6% | $5,277-66.4% | $3,470-48.9% |
| Admin fee / account holder | $8,175 | $4,174+95.9% | $9,110-10.3% | $4,887+67.3% |