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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 | $101,239 | $73,848+37.1% | $143,799-29.6% | $68,486+47.8% |
| Participation rate | 74.3% | 66.7%+7.6pp | 80.3%-6.0pp | 67.9%+6.4pp |
| Annual return | -3.49% | 0.91%-4.4pp | -0.04%-3.4pp | -7.85%+4.4pp |
| Employer contribution / active EE | $2,788 | $3,184-12.4% | $4,952-43.7% | $2,597+7.4% |
| Participant deferral / active EE | $5,380 | $3,385+58.9% | $5,638-4.6% | $4,028+33.6% |
| Admin fee / account holder | $3,288 | $5,755-42.9% | $14,677-77.6% | $5,404-39.1% |