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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 | $80,084 | $61,660+29.9% | $80,022+0.1% | $64,173+24.8% |
| Participation rate | 84.7% | 71.7%+13.1pp | 75.8%+8.9pp | 69.6%+15.2pp |
| Annual return | -4.37% | -0.33%-4.0pp | 11.22%-15.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,525 | $1,810-15.7% | $2,468-38.2% | $2,381-35.9% |
| Participant deferral / active EE | $3,583 | $2,968+20.7% | $3,686-2.8% | $3,470+3.3% |
| Admin fee / account holder | $8,686 | $5,417+60.3% | $6,521+33.2% | $4,887+77.7% |