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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 | $85,236 | $62,589+36.2% | $76,768+11.0% | $64,173+32.8% |
| Participation rate | 80.6% | 72.8%+7.8pp | 77.0%+3.7pp | 69.6%+11.1pp |
| Annual return | -5.30% | -1.95%-3.4pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,844 | $1,832+0.7% | $2,485-25.8% | $2,381-22.5% |
| Participant deferral / active EE | $4,201 | $3,145+33.6% | $3,852+9.1% | $3,470+21.1% |
| Admin fee / account holder | $736 | $4,667-84.2% | $6,675-89.0% | $4,887-84.9% |