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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 | $119,319 | $61,660+93.5% | $80,022+49.1% | $64,173+85.9% |
| Participation rate | 70.7% | 71.7%-1.0pp | 75.8%-5.1pp | 69.6%+1.1pp |
| Annual return | -6.33% | -0.33%-6.0pp | 11.22%-17.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $621 | $1,810-65.7% | $2,468-74.8% | $2,381-73.9% |
| Participant deferral / active EE | $3,723 | $2,968+25.4% | $3,686+1.0% | $3,470+7.3% |
| Admin fee / account holder | $11,226 | $5,417+107.2% | $6,521+72.1% | $4,887+129.7% |