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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 | $114,388 | $62,583+82.8% | $76,767+49.0% | $64,173+78.2% |
| Participation rate | 88.2% | 72.8%+15.4pp | 77.0%+11.3pp | 69.6%+18.7pp |
| Annual return | -5.79% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,743 | $1,832-4.9% | $2,485-29.9% | $2,381-26.8% |
| Participant deferral / active EE | $4,941 | $3,145+57.1% | $3,852+28.3% | $3,470+42.4% |
| Admin fee / account holder | $2,460 | $4,667-47.3% | $6,675-63.1% | $4,887-49.7% |