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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 | $94,379 | $62,589+50.8% | $76,768+22.9% | $64,173+47.1% |
| Participation rate | 93.3% | 72.8%+20.5pp | 77.0%+16.4pp | 69.6%+23.8pp |
| Annual return | -7.02% | -1.95%-5.1pp | 2.43%-9.4pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,799 | $1,832+52.8% | $2,485+12.6% | $2,381+17.5% |
| Participant deferral / active EE | $4,997 | $3,145+58.9% | $3,852+29.7% | $3,470+44.0% |
| Admin fee / account holder | $2,984 | $4,667-36.1% | $6,675-55.3% | $4,887-38.9% |