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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 | $101,680 | $62,583+62.5% | $76,767+32.5% | $64,173+58.4% |
| Participation rate | 97.6% | 72.8%+24.8pp | 77.0%+20.7pp | 69.6%+28.0pp |
| Annual return | -5.64% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,381 | $1,832+30.0% | $2,485-4.2% | $2,3810% |
| Participant deferral / active EE | $4,685 | $3,145+49.0% | $3,852+21.6% | $3,470+35.0% |
| Admin fee / account holder | $10,242 | $4,667+119.5% | $6,675+53.4% | $4,887+109.6% |