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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 | $86,428 | $62,589+38.1% | $76,768+12.6% | $64,173+34.7% |
| Participation rate | 81.0% | 72.8%+8.1pp | 77.0%+4.0pp | 69.6%+11.4pp |
| Annual return | -5.18% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,887 | $1,832+3.0% | $2,485-24.1% | $2,381-20.8% |
| Participant deferral / active EE | $3,498 | $3,145+11.2% | $3,852-9.2% | $3,470+0.8% |
| Admin fee / account holder | $889 | $4,667-81.0% | $6,675-86.7% | $4,887-81.8% |