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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 | $73,040 | $58,577+24.7% | $83,323-12.3% | $64,181+13.8% |
| Participation rate | 90.6% | 72.0%+18.6pp | 77.8%+12.8pp | 69.6%+21.0pp |
| Annual return | -7.13% | 9.65%-16.8pp | 10.63%-17.8pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,701 | $2,098+28.7% | $3,379-20.1% | $2,381+13.4% |
| Participant deferral / active EE | $5,099 | $4,654+9.6% | $5,565-8.4% | $3,470+47.0% |
| Admin fee / account holder | $1,184 | $9,275-87.2% | $7,539-84.3% | $4,887-75.8% |