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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 | $65,458 | $58,600+11.7% | $83,327-21.4% | $64,173+2.0% |
| Participation rate | 92.7% | 72.0%+20.6pp | 77.8%+14.9pp | 69.6%+23.1pp |
| Annual return | -7.04% | 9.66%-16.7pp | 10.64%-17.7pp | 7.63%-14.7pp |
| Employer contribution / active EE | $293 | $2,098-86.0% | $3,379-91.3% | $2,381-87.7% |
| Participant deferral / active EE | $4,097 | $4,656-12.0% | $5,565-26.4% | $3,470+18.1% |
| Admin fee / account holder | $486 | $9,282-94.8% | $7,540-93.6% | $4,887-90.1% |