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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 | $68,610 | $50,947+34.7% | $74,551-8.0% | $64,173+6.9% |
| Participation rate | 80.3% | 61.1%+19.2pp | 69.1%+11.2pp | 69.6%+10.7pp |
| Annual return | 6.44% | -1.85%+8.3pp | 32.53%-26.1pp | 7.63%-1.2pp |
| Employer contribution / active EE | $3,461 | $1,115+210.3% | $1,961+76.5% | $2,381+45.4% |
| Participant deferral / active EE | $2,269 | $2,302-1.4% | $3,108-27.0% | $3,470-34.6% |
| Admin fee / account holder | $2,803 | $4,221-33.6% | $5,059-44.6% | $4,887-42.6% |