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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 | $113,074 | $62,589+80.7% | $76,768+47.3% | $64,173+76.2% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -5.27% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $6,075 | $1,832+231.6% | $2,485+144.5% | $2,381+155.2% |
| Participant deferral / active EE | $4,696 | $3,145+49.3% | $3,852+21.9% | $3,470+35.3% |
| Admin fee / account holder | $3,850 | $4,667-17.5% | $6,675-42.3% | $4,887-21.2% |