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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 | $138,791 | $62,589+121.7% | $76,768+80.8% | $64,173+116.3% |
| Participation rate | 88.1% | 72.8%+15.3pp | 77.0%+11.1pp | 69.6%+18.5pp |
| Annual return | -6.50% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,338 | $1,832+27.6% | $2,485-5.9% | $2,381-1.8% |
| Participant deferral / active EE | $5,320 | $3,145+69.2% | $3,852+38.1% | $3,470+53.3% |
| Admin fee / account holder | $1,681 | $4,667-64.0% | $6,675-74.8% | $4,887-65.6% |