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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 | $131,603 | $76,401+72.3% | $106,387+23.7% | $64,173+105.1% |
| Participation rate | 84.1% | 73.5%+10.6pp | 77.5%+6.7pp | 69.6%+14.6pp |
| Annual return | -6.25% | -2.19%-4.1pp | 0.25%-6.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,477 | $2,680-7.6% | $3,520-29.6% | $2,381+4.0% |
| Participant deferral / active EE | $7,584 | $4,274+77.5% | $5,421+39.9% | $3,470+118.6% |
| Admin fee / account holder | $18,486 | $4,610+301.0% | $7,510+146.2% | $4,887+278.2% |