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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 | $104,191 | $61,660+69.0% | $80,022+30.2% | $64,173+62.4% |
| Participation rate | 94.7% | 71.7%+23.0pp | 75.8%+18.8pp | 69.6%+25.1pp |
| Annual return | -7.17% | -0.33%-6.8pp | 11.22%-18.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,468 | $1,810-18.9% | $2,468-40.5% | $2,381-38.3% |
| Participant deferral / active EE | $3,420 | $2,968+15.3% | $3,686-7.2% | $3,470-1.4% |
| Admin fee / account holder | $2,728 | $5,417-49.6% | $6,521-58.2% | $4,887-44.2% |