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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 | $116,594 | $62,586+86.3% | $76,766+51.9% | $64,181+81.7% |
| Participation rate | 92.2% | 72.8%+19.3pp | 77.0%+15.2pp | 69.6%+22.6pp |
| Annual return | -6.20% | -1.95%-4.3pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,339 | $1,832-26.9% | $2,485-46.1% | $2,381-43.8% |
| Participant deferral / active EE | $6,449 | $3,145+105.1% | $3,851+67.5% | $3,470+85.9% |
| Admin fee / account holder | $10,415 | $4,667+123.2% | $6,675+56.0% | $4,887+113.1% |