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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 | $81,304 | $61,660+31.9% | $80,022+1.6% | $64,173+26.7% |
| Participation rate | 92.1% | 71.7%+20.4pp | 75.8%+16.3pp | 69.6%+22.5pp |
| Annual return | -6.87% | -0.33%-6.5pp | 11.22%-18.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,639 | $1,810-9.5% | $2,468-33.6% | $2,381-31.2% |
| Participant deferral / active EE | $4,543 | $2,968+53.1% | $3,686+23.2% | $3,470+30.9% |
| Admin fee / account holder | $1,063 | $5,417-80.4% | $6,521-83.7% | $4,887-78.2% |