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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 | $85,427 | $48,267+77.0% | $68,808+24.2% | $68,486+24.7% |
| Participation rate | 93.8% | 60.7%+33.2pp | 69.0%+24.8pp | 67.9%+26.0pp |
| Annual return | -16.96% | -12.70%-4.3pp | -6.37%-10.6pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,889 | $1,829+3.3% | $2,656-28.9% | $2,597-27.3% |
| Participant deferral / active EE | $6,093 | $2,867+112.6% | $3,942+54.6% | $4,028+51.3% |
| Admin fee / account holder | $5,118 | $4,362+17.3% | $4,936+3.7% | $5,404-5.3% |