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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 | $80,028 | $62,589+27.9% | $76,768+4.2% | $64,173+24.7% |
| Participation rate | 85.2% | 72.8%+12.4pp | 77.0%+8.2pp | 69.6%+15.6pp |
| Annual return | -5.30% | -1.95%-3.4pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,129 | $1,832+16.2% | $2,485-14.3% | $2,381-10.6% |
| Participant deferral / active EE | $5,041 | $3,145+60.3% | $3,852+30.9% | $3,470+45.3% |
| Admin fee / account holder | $1,006 | $4,667-78.4% | $6,675-84.9% | $4,887-79.4% |