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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 | $81,597 | $58,600+39.2% | $83,327-2.1% | $64,173+27.2% |
| Participation rate | 92.1% | 72.0%+20.1pp | 77.8%+14.4pp | 69.6%+22.6pp |
| Annual return | -6.64% | 9.66%-16.3pp | 10.64%-17.3pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,293 | $2,098+9.3% | $3,379-32.1% | $2,381-3.7% |
| Participant deferral / active EE | $6,537 | $4,656+40.4% | $5,565+17.5% | $3,470+88.4% |
| Admin fee / account holder | $1,486 | $9,282-84.0% | $7,540-80.3% | $4,887-69.6% |