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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 | $88,203 | $62,583+40.9% | $76,767+14.9% | $64,173+37.4% |
| Participation rate | 98.7% | 72.8%+25.8pp | 77.0%+21.7pp | 69.6%+29.1pp |
| Annual return | -5.66% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,294 | $1,832-29.3% | $2,485-47.9% | $2,381-45.6% |
| Participant deferral / active EE | $1,855 | $3,145-41.0% | $3,852-51.8% | $3,470-46.5% |
| Admin fee / account holder | $3,475 | $4,667-25.5% | $6,675-47.9% | $4,887-28.9% |