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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 | $92,825 | $53,596+73.2% | $90,657+2.4% | $64,173+44.6% |
| Participation rate | 90.0% | 64.5%+25.5pp | 74.0%+16.0pp | 69.6%+20.4pp |
| Annual return | -6.98% | 4.41%-11.4pp | 1.89%-8.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,904 | $1,503+26.7% | $2,532-24.8% | $2,381-20.0% |
| Participant deferral / active EE | $2,997 | $2,459+21.9% | $3,424-12.5% | $3,470-13.6% |
| Admin fee / account holder | $3,459 | $3,868-10.6% | $4,994-30.7% | $4,887-29.2% |