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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 | $72,036 | $62,583+15.1% | $76,767-6.2% | $64,173+12.3% |
| Participation rate | 94.2% | 72.8%+21.4pp | 77.0%+17.2pp | 69.6%+24.6pp |
| Annual return | -3.67% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,489 | $1,832-18.7% | $2,485-40.1% | $2,381-37.5% |
| Participant deferral / active EE | $3,867 | $3,145+23.0% | $3,852+0.4% | $3,470+11.5% |
| Admin fee / account holder | $10,442 | $4,667+123.7% | $6,675+56.4% | $4,887+113.6% |