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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 | $65,339 | $62,589+4.4% | $76,768-14.9% | $64,173+1.8% |
| Participation rate | 97.4% | 72.8%+24.6pp | 77.0%+20.4pp | 69.6%+27.8pp |
| Annual return | -7.18% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,960 | $1,832+61.6% | $2,485+19.1% | $2,381+24.3% |
| Participant deferral / active EE | $5,753 | $3,145+82.9% | $3,852+49.4% | $3,470+65.8% |
| Admin fee / account holder | $3,738 | $4,667-19.9% | $6,675-44.0% | $4,887-23.5% |