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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 | $103,232 | $58,577+76.2% | $83,323+23.9% | $64,181+60.8% |
| Participation rate | 83.6% | 72.0%+11.6pp | 77.8%+5.9pp | 69.6%+14.1pp |
| Annual return | -6.86% | 9.65%-16.5pp | 10.63%-17.5pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,702 | $2,098-18.9% | $3,379-49.6% | $2,381-28.5% |
| Participant deferral / active EE | $3,270 | $4,654-29.7% | $5,565-41.2% | $3,470-5.8% |
| Admin fee / account holder | $12,237 | $9,275+31.9% | $7,539+62.3% | $4,887+150.4% |