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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 | $119,992 | $62,589+91.7% | $76,768+56.3% | $64,173+87.0% |
| Participation rate | 88.5% | 72.8%+15.6pp | 77.0%+11.5pp | 69.6%+18.9pp |
| Annual return | -2.76% | -1.95%-0.8pp | 2.43%-5.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $3,453 | $1,832+88.5% | $2,485+39.0% | $2,381+45.0% |
| Participant deferral / active EE | $2,168 | $3,145-31.1% | $3,852-43.7% | $3,470-37.5% |
| Admin fee / account holder | $2,090 | $4,667-55.2% | $6,675-68.7% | $4,887-57.2% |