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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 | $57,837 | $62,583-7.6% | $76,767-24.7% | $64,173-9.9% |
| Participation rate | 88.6% | 72.8%+15.8pp | 77.0%+11.6pp | 69.6%+19.0pp |
| Annual return | -4.39% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,789 | $1,832+52.3% | $2,485+12.2% | $2,381+17.2% |
| Participant deferral / active EE | $5,728 | $3,145+82.1% | $3,852+48.7% | $3,470+65.1% |
| Admin fee / account holder | $10,454 | $4,667+124.0% | $6,675+56.6% | $4,887+113.9% |