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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 | $152,155 | $62,583+143.1% | $76,767+98.2% | $64,173+137.1% |
| Participation rate | 88.7% | 72.8%+15.9pp | 77.0%+11.7pp | 69.6%+19.1pp |
| Annual return | -7.21% | -1.95%-5.3pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,153 | $1,832+17.5% | $2,485-13.4% | $2,381-9.6% |
| Participant deferral / active EE | $6,046 | $3,145+92.2% | $3,852+57.0% | $3,470+74.3% |
| Admin fee / account holder | $2,530 | $4,667-45.8% | $6,675-62.1% | $4,887-48.2% |