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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 | $79,780 | $49,280+61.9% | $67,313+18.5% | $64,173+24.3% |
| Participation rate | 85.2% | 60.8%+24.4pp | 69.1%+16.1pp | 69.6%+15.6pp |
| Annual return | -4.35% | -1.39%-3.0pp | -4.08%-0.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,852 | $1,668+11.0% | $2,566-27.8% | $2,381-22.2% |
| Participant deferral / active EE | $1,395 | $2,484-43.8% | $3,568-60.9% | $3,470-59.8% |
| Admin fee / account holder | $435 | $3,863-88.7% | $4,507-90.4% | $4,887-91.1% |