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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 | $95,146 | $62,589+52.0% | $76,768+23.9% | $64,173+48.3% |
| Participation rate | 75.6% | 72.8%+2.8pp | 77.0%-1.4pp | 69.6%+6.0pp |
| Annual return | -4.04% | -1.95%-2.1pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,817 | $1,832-0.8% | $2,485-26.9% | $2,381-23.7% |
| Participant deferral / active EE | $3,932 | $3,145+25.0% | $3,852+2.1% | $3,470+13.3% |
| Admin fee / account holder | $8,483 | $4,667+81.8% | $6,675+27.1% | $4,887+73.6% |