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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 | $76,726 | $58,587+31.0% | $83,322-7.9% | $64,173+19.6% |
| Participation rate | 83.8% | 72.0%+11.8pp | 77.8%+6.0pp | 69.6%+14.2pp |
| Annual return | -4.23% | 9.65%-13.9pp | 10.64%-14.9pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,607 | $2,098-23.4% | $3,379-52.4% | $2,381-32.5% |
| Participant deferral / active EE | $2,853 | $4,654-38.7% | $5,565-48.7% | $3,470-17.8% |
| Admin fee / account holder | $1,102 | $9,279-88.1% | $7,540-85.4% | $4,887-77.5% |