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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 | $91,736 | $62,589+46.6% | $76,768+19.5% | $64,173+43.0% |
| Participation rate | 92.8% | 72.8%+19.9pp | 77.0%+15.8pp | 69.6%+23.2pp |
| Annual return | -5.44% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,498 | $1,832+36.3% | $2,485+0.5% | $2,381+4.9% |
| Participant deferral / active EE | $7,052 | $3,145+124.2% | $3,852+83.1% | $3,470+103.2% |
| Admin fee / account holder | $2,646 | $4,667-43.3% | $6,675-60.4% | $4,887-45.9% |