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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 | $118,440 | $52,836+124.2% | $105,738+12.0% | $64,173+84.6% |
| Participation rate | 88.3% | 66.5%+21.8pp | 76.3%+12.0pp | 69.6%+18.8pp |
| Annual return | -7.61% | 14.30%-21.9pp | 6.27%-13.9pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,561 | $1,827-14.6% | $3,268-52.3% | $2,381-34.5% |
| Participant deferral / active EE | $3,131 | $2,545+23.0% | $4,080-23.3% | $3,470-9.8% |
| Admin fee / account holder | $10,756 | $3,959+171.7% | $6,913+55.6% | $4,887+120.1% |