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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 | $59,818 | $58,600+2.1% | $83,327-28.2% | $64,173-6.8% |
| Participation rate | 96.0% | 72.0%+24.0pp | 77.8%+18.2pp | 69.6%+26.4pp |
| Annual return | -6.46% | 9.66%-16.1pp | 10.64%-17.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,356 | $2,098+12.3% | $3,379-30.3% | $2,381-1.1% |
| Participant deferral / active EE | $5,069 | $4,656+8.9% | $5,565-8.9% | $3,470+46.1% |
| Admin fee / account holder | $3,906 | $9,282-57.9% | $7,540-48.2% | $4,887-20.1% |