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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 | $112,423 | $62,583+79.6% | $76,767+46.4% | $64,173+75.2% |
| Participation rate | 86.7% | 72.8%+13.8pp | 77.0%+9.7pp | 69.6%+17.1pp |
| Annual return | -2.19% | -1.95%-0.2pp | 2.43%-4.6pp | 7.63%-9.8pp |
| Employer contribution / active EE | $2,963 | $1,832+61.7% | $2,485+19.2% | $2,381+24.5% |
| Participant deferral / active EE | $8,254 | $3,145+162.5% | $3,852+114.3% | $3,470+137.9% |
| Admin fee / account holder | $10,996 | $4,667+135.6% | $6,675+64.7% | $4,887+125.0% |