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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 | $86,100 | $61,660+39.6% | $80,022+7.6% | $64,173+34.2% |
| Participation rate | 92.3% | 71.7%+20.6pp | 75.8%+16.5pp | 69.6%+22.7pp |
| Annual return | -1.67% | -0.33%-1.3pp | 11.22%-12.9pp | 7.63%-9.3pp |
| Employer contribution / active EE | $1,596 | $1,810-11.9% | $2,468-35.3% | $2,381-33.0% |
| Participant deferral / active EE | $5,783 | $2,968+94.9% | $3,686+56.9% | $3,470+66.7% |
| Admin fee / account holder | $12,938 | $5,417+138.8% | $6,521+98.4% | $4,887+164.7% |