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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 | $101,065 | $62,589+61.5% | $76,768+31.7% | $64,173+57.5% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -4.91% | -1.95%-3.0pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,306 | $1,832+25.8% | $2,485-7.2% | $2,381-3.2% |
| Participant deferral / active EE | $4,889 | $3,145+55.5% | $3,852+26.9% | $3,470+40.9% |
| Admin fee / account holder | $7,777 | $4,667+66.6% | $6,675+16.5% | $4,887+59.1% |