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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 | $115,792 | $62,583+85.0% | $76,767+50.8% | $64,173+80.4% |
| Participation rate | 98.1% | 72.8%+25.3pp | 77.0%+21.1pp | 69.6%+28.5pp |
| Annual return | -7.27% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,268 | $1,832+23.8% | $2,485-8.7% | $2,381-4.7% |
| Participant deferral / active EE | $6,355 | $3,145+102.1% | $3,852+65.0% | $3,470+83.2% |
| Admin fee / account holder | $1,279 | $4,667-72.6% | $6,675-80.8% | $4,887-73.8% |