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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 | $81,800 | $62,586+30.7% | $76,766+6.6% | $64,181+27.5% |
| Participation rate | 78.0% | 72.8%+5.2pp | 77.0%+1.1pp | 69.6%+8.5pp |
| Annual return | -7.09% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,198 | $1,832+74.6% | $2,485+28.7% | $2,381+34.3% |
| Participant deferral / active EE | $5,741 | $3,145+82.6% | $3,851+49.1% | $3,470+65.5% |
| Admin fee / account holder | $16,682 | $4,667+257.5% | $6,675+149.9% | $4,887+241.3% |