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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 | $130,153 | $61,660+111.1% | $80,022+62.6% | $64,173+102.8% |
| Participation rate | 91.2% | 71.7%+19.5pp | 75.8%+15.3pp | 69.6%+21.6pp |
| Annual return | -7.34% | -0.33%-7.0pp | 11.22%-18.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,058 | $1,810+13.7% | $2,468-16.6% | $2,381-13.6% |
| Participant deferral / active EE | $5,968 | $2,968+101.1% | $3,686+61.9% | $3,470+72.0% |
| Admin fee / account holder | $3,720 | $5,417-31.3% | $6,521-43.0% | $4,887-23.9% |