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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 | $83,834 | $61,660+36.0% | $80,022+4.8% | $64,173+30.6% |
| Participation rate | 88.3% | 71.7%+16.6pp | 75.8%+12.5pp | 69.6%+18.8pp |
| Annual return | -5.37% | -0.33%-5.0pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,751 | $1,810+51.9% | $2,468+11.5% | $2,381+15.5% |
| Participant deferral / active EE | $4,634 | $2,968+56.1% | $3,686+25.7% | $3,470+33.6% |
| Admin fee / account holder | $7,141 | $5,417+31.8% | $6,521+9.5% | $4,887+46.1% |