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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 | $113,740 | $62,589+81.7% | $76,768+48.2% | $64,173+77.2% |
| Participation rate | 76.0% | 72.8%+3.2pp | 77.0%-1.0pp | 69.6%+6.4pp |
| Annual return | -3.72% | -1.95%-1.8pp | 2.43%-6.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,502 | $1,832-18.0% | $2,485-39.6% | $2,381-36.9% |
| Participant deferral / active EE | $4,489 | $3,145+42.7% | $3,852+16.5% | $3,470+29.4% |
| Admin fee / account holder | $3,807 | $4,667-18.4% | $6,675-43.0% | $4,887-22.1% |