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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 | $100,549 | $58,600+71.6% | $83,327+20.7% | $64,173+56.7% |
| Participation rate | 80.3% | 72.0%+8.3pp | 77.8%+2.6pp | 69.6%+10.8pp |
| Annual return | -5.42% | 9.66%-15.1pp | 10.64%-16.1pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,912 | $2,098+38.8% | $3,379-13.8% | $2,381+22.3% |
| Participant deferral / active EE | $7,888 | $4,656+69.4% | $5,565+41.7% | $3,470+127.3% |
| Admin fee / account holder | $7,173 | $9,282-22.7% | $7,540-4.9% | $4,887+46.8% |