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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 | $92,532 | $71,873+28.7% | $86,698+6.7% | $68,490+35.1% |
| Participation rate | 93.3% | 72.2%+21.1pp | 76.6%+16.7pp | 67.9%+25.4pp |
| Annual return | -16.29% | 3.54%-19.8pp | 35.96%-52.3pp | -7.85%-8.4pp |
| Employer contribution / active EE | $2,158 | $2,173-0.7% | $2,837-23.9% | $2,597-16.9% |
| Participant deferral / active EE | $6,352 | $3,779+68.1% | $4,656+36.4% | $4,028+57.7% |
| Admin fee / account holder | $8,907 | $6,110+45.8% | $7,492+18.9% | $5,403+64.9% |