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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 | $67,848 | $58,587+15.8% | $83,322-18.6% | $64,173+5.7% |
| Participation rate | 85.7% | 72.0%+13.7pp | 77.8%+8.0pp | 69.6%+16.1pp |
| Annual return | -2.86% | 9.65%-12.5pp | 10.64%-13.5pp | 7.63%-10.5pp |
| Employer contribution / active EE | $3,618 | $2,098+72.4% | $3,379+7.1% | $2,381+52.0% |
| Participant deferral / active EE | $4,907 | $4,654+5.4% | $5,565-11.8% | $3,470+41.4% |
| Admin fee / account holder | $17,340 | $9,279+86.9% | $7,540+130.0% | $4,887+254.8% |