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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 | $74,069 | $61,660+20.1% | $80,022-7.4% | $64,173+15.4% |
| Participation rate | 88.9% | 71.7%+17.2pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | -6.20% | -0.33%-5.9pp | 11.22%-17.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,168 | $1,810+19.8% | $2,468-12.1% | $2,381-8.9% |
| Participant deferral / active EE | $4,148 | $2,968+39.8% | $3,686+12.5% | $3,470+19.5% |
| Admin fee / account holder | $8,440 | $5,417+55.8% | $6,521+29.4% | $4,887+72.7% |