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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 | $80,876 | $61,660+31.2% | $80,022+1.1% | $64,173+26.0% |
| Participation rate | 94.5% | 71.7%+22.9pp | 75.8%+18.7pp | 69.6%+25.0pp |
| Annual return | -6.40% | -0.33%-6.1pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,981 | $1,810+9.4% | $2,468-19.7% | $2,381-16.8% |
| Participant deferral / active EE | $6,552 | $2,968+120.8% | $3,686+77.8% | $3,470+88.8% |
| Admin fee / account holder | $9,693 | $5,417+78.9% | $6,521+48.6% | $4,887+98.3% |