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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 | $159,110 | $61,660+158.0% | $80,022+98.8% | $64,173+147.9% |
| Participation rate | 78.3% | 71.7%+6.6pp | 75.8%+2.5pp | 69.6%+8.8pp |
| Annual return | -5.10% | -0.33%-4.8pp | 11.22%-16.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,033 | $1,810+12.3% | $2,468-17.6% | $2,381-14.6% |
| Participant deferral / active EE | $7,745 | $2,968+161.0% | $3,686+110.1% | $3,470+123.2% |
| Admin fee / account holder | $10,650 | $5,417+96.6% | $6,521+63.3% | $4,887+117.9% |