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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 | $104,347 | $62,583+66.7% | $76,767+35.9% | $64,173+62.6% |
| Participation rate | 81.6% | 72.8%+8.8pp | 77.0%+4.7pp | 69.6%+12.1pp |
| Annual return | -4.92% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,550 | $1,832-15.4% | $2,485-37.6% | $2,381-34.9% |
| Participant deferral / active EE | $3,735 | $3,145+18.8% | $3,852-3.0% | $3,470+7.6% |
| Admin fee / account holder | $1,371 | $4,667-70.6% | $6,675-79.5% | $4,887-71.9% |