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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 | $93,787 | $58,600+60.0% | $83,327+12.6% | $64,173+46.1% |
| Participation rate | 97.7% | 72.0%+25.6pp | 77.8%+19.9pp | 69.6%+28.1pp |
| Annual return | -5.76% | 9.66%-15.4pp | 10.64%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,514 | $2,098-27.9% | $3,379-55.2% | $2,381-36.4% |
| Participant deferral / active EE | $3,811 | $4,656-18.1% | $5,565-31.5% | $3,470+9.8% |
| Admin fee / account holder | $5,385 | $9,282-42.0% | $7,540-28.6% | $4,887+10.2% |