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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 | $103,680 | $62,583+65.7% | $76,767+35.1% | $64,173+61.6% |
| Participation rate | 81.5% | 72.8%+8.7pp | 77.0%+4.5pp | 69.6%+11.9pp |
| Annual return | -4.77% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,263 | $1,832-31.1% | $2,485-49.2% | $2,381-47.0% |
| Participant deferral / active EE | $2,415 | $3,145-23.2% | $3,852-37.3% | $3,470-30.4% |
| Admin fee / account holder | $2,319 | $4,667-50.3% | $6,675-65.3% | $4,887-52.5% |