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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 | $100,570 | $62,583+60.7% | $76,767+31.0% | $64,173+56.7% |
| Participation rate | 72.5% | 72.8%-0.3pp | 77.0%-4.4pp | 69.6%+3.0pp |
| Annual return | -0.84% | -1.95%+1.1pp | 2.43%-3.3pp | 7.63%-8.5pp |
| Employer contribution / active EE | $3,578 | $1,832+95.3% | $2,485+44.0% | $2,381+50.3% |
| Participant deferral / active EE | $5,567 | $3,145+77.0% | $3,852+44.5% | $3,470+60.5% |
| Admin fee / account holder | $10,842 | $4,667+132.3% | $6,675+62.4% | $4,887+121.8% |