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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 | $66,749 | $54,320+22.9% | $67,652-1.3% | $52,331+27.6% |
| Participation rate | 81.7% | 73.6%+8.1pp | 75.7%+6.0pp | 68.1%+13.5pp |
| Annual return | -0.55% | 6.81%-7.4pp | 6625.40%-6625.9pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,926 | $1,544+24.8% | $2,266-15.0% | $1,882+2.4% |
| Participant deferral / active EE | $4,406 | $2,950+49.4% | $3,560+23.8% | $3,022+45.8% |
| Admin fee / account holder | $639 | $527+21.4% | $4,821-86.7% | $592+8.1% |