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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 | $93,437 | $56,484+65.4% | $169,452-44.9% | $64,173+45.6% |
| Participation rate | 84.4% | 64.5%+19.8pp | 77.8%+6.6pp | 69.6%+14.8pp |
| Annual return | -7.38% | -1.55%-5.8pp | 1.83%-9.2pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,641 | $1,832+44.1% | $4,157-36.5% | $2,381+10.9% |
| Participant deferral / active EE | $7,661 | $3,448+122.2% | $5,277+45.2% | $3,470+120.8% |
| Admin fee / account holder | $2,739 | $4,174-34.4% | $9,110-69.9% | $4,887-44.0% |