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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 | $59,495 | $62,583-4.9% | $76,767-22.5% | $64,173-7.3% |
| Participation rate | 78.6% | 72.8%+5.8pp | 77.0%+1.6pp | 69.6%+9.0pp |
| Annual return | -6.33% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,260 | $1,832+77.9% | $2,485+31.2% | $2,381+36.9% |
| Participant deferral / active EE | $6,787 | $3,145+115.8% | $3,852+76.2% | $3,470+95.6% |
| Admin fee / account holder | $623 | $4,667-86.7% | $6,675-90.7% | $4,887-87.3% |