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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 | $65,520 | $56,484+16.0% | $169,452-61.3% | $64,173+2.1% |
| Participation rate | 73.8% | 64.5%+9.3pp | 77.8%-4.0pp | 69.6%+4.2pp |
| Annual return | -6.66% | -1.55%-5.1pp | 1.83%-8.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,675 | $1,832+46.0% | $4,157-35.7% | $2,381+12.4% |
| Participant deferral / active EE | $4,983 | $3,448+44.5% | $5,277-5.6% | $3,470+43.6% |
| Admin fee / account holder | $5,668 | $4,174+35.8% | $9,110-37.8% | $4,887+16.0% |