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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 | $81,910 | $61,660+32.8% | $80,022+2.4% | $64,181+27.6% |
| Participation rate | 85.7% | 71.7%+14.0pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | -6.44% | -0.33%-6.1pp | 11.22%-17.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,875 | $1,810+114.0% | $2,468+57.0% | $2,381+62.8% |
| Participant deferral / active EE | $4,739 | $2,968+59.7% | $3,686+28.6% | $3,470+36.6% |
| Admin fee / account holder | $1,902 | $5,417-64.9% | $6,521-70.8% | $4,887-61.1% |