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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 | $71,346 | $61,660+15.7% | $80,022-10.8% | $64,173+11.2% |
| Participation rate | 89.6% | 71.7%+17.9pp | 75.8%+13.8pp | 69.6%+20.0pp |
| Annual return | -4.65% | -0.33%-4.3pp | 11.22%-15.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $4,897 | $1,810+170.5% | $2,468+98.4% | $2,381+105.7% |
| Participant deferral / active EE | $4,026 | $2,968+35.6% | $3,686+9.2% | $3,470+16.0% |
| Admin fee / account holder | $5,614 | $5,417+3.6% | $6,521-13.9% | $4,887+14.9% |