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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 | $122,873 | $64,729+89.8% | $112,263+9.5% | $68,490+79.4% |
| Participation rate | 80.2% | 67.2%+13.1pp | 75.1%+5.2pp | 67.9%+12.4pp |
| Annual return | 5.94% | -11.40%+17.3pp | 27.49%-21.6pp | -7.85%+13.8pp |
| Employer contribution / active EE | $768 | $2,746-72.0% | $3,636-78.9% | $2,597-70.4% |
| Participant deferral / active EE | $4,229 | $3,566+18.6% | $4,729-10.6% | $4,028+5.0% |
| Admin fee / account holder | $10,990 | $5,222+110.5% | $6,410+71.4% | $5,403+103.4% |