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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 | $119,420 | $61,660+93.7% | $80,022+49.2% | $64,173+86.1% |
| Participation rate | 94.4% | 71.7%+22.8pp | 75.8%+18.6pp | 69.6%+24.9pp |
| Annual return | -6.40% | -0.33%-6.1pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,045 | $1,810+13.0% | $2,468-17.1% | $2,381-14.1% |
| Participant deferral / active EE | $2,948 | $2,968-0.7% | $3,686-20.0% | $3,470-15.0% |
| Admin fee / account holder | $6,110 | $5,417+12.8% | $6,521-6.3% | $4,887+25.0% |