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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 | $105,563 | $62,583+68.7% | $76,767+37.5% | $64,173+64.5% |
| Participation rate | 74.1% | 72.8%+1.3pp | 77.0%-2.9pp | 69.6%+4.5pp |
| Annual return | -4.46% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,135 | $1,832+16.6% | $2,485-14.1% | $2,381-10.3% |
| Participant deferral / active EE | $4,376 | $3,145+39.1% | $3,852+13.6% | $3,470+26.1% |
| Admin fee / account holder | $8,403 | $4,667+80.1% | $6,675+25.9% | $4,887+71.9% |