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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 | $99,173 | $62,583+58.5% | $76,767+29.2% | $64,173+54.5% |
| Participation rate | 73.8% | 72.8%+1.0pp | 77.0%-3.2pp | 69.6%+4.2pp |
| Annual return | -3.18% | -1.95%-1.2pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,553 | $1,832-15.3% | $2,485-37.5% | $2,381-34.8% |
| Participant deferral / active EE | $5,910 | $3,145+87.9% | $3,852+53.4% | $3,470+70.3% |
| Admin fee / account holder | $5,433 | $4,667+16.4% | $6,675-18.6% | $4,887+11.2% |