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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 | $88,261 | $62,583+41.0% | $76,767+15.0% | $64,173+37.5% |
| Participation rate | 78.8% | 72.8%+6.0pp | 77.0%+1.8pp | 69.6%+9.2pp |
| Annual return | -6.11% | -1.95%-4.2pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,690 | $1,832-7.7% | $2,485-32.0% | $2,381-29.0% |
| Participant deferral / active EE | $3,354 | $3,145+6.6% | $3,852-12.9% | $3,470-3.3% |
| Admin fee / account holder | $23,497 | $4,667+403.5% | $6,675+252.0% | $4,887+380.8% |