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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 | $104,636 | $61,660+69.7% | $80,022+30.8% | $64,173+63.1% |
| Participation rate | 84.0% | 71.7%+12.3pp | 75.8%+8.2pp | 69.6%+14.4pp |
| Annual return | -6.40% | -0.33%-6.1pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,393 | $1,810+32.2% | $2,468-3.1% | $2,381+0.5% |
| Participant deferral / active EE | $4,609 | $2,968+55.3% | $3,686+25.0% | $3,470+32.8% |
| Admin fee / account holder | $5,260 | $5,417-2.9% | $6,521-19.3% | $4,887+7.6% |