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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 | $96,961 | $53,596+80.9% | $90,657+7.0% | $64,173+51.1% |
| Participation rate | 73.5% | 64.5%+9.0pp | 74.0%-0.5pp | 69.6%+4.0pp |
| Annual return | -4.72% | 4.41%-9.1pp | 1.89%-6.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,057 | $1,503+36.9% | $2,532-18.7% | $2,381-13.6% |
| Participant deferral / active EE | $4,459 | $2,459+81.4% | $3,424+30.2% | $3,470+28.5% |
| Admin fee / account holder | $3,658 | $3,868-5.4% | $4,994-26.8% | $4,887-25.1% |