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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 | $76,076 | $62,583+21.6% | $76,767-0.9% | $64,173+18.5% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -6.01% | -1.95%-4.1pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,336 | $1,832-27.1% | $2,485-46.2% | $2,381-43.9% |
| Participant deferral / active EE | $2,959 | $3,145-5.9% | $3,852-23.2% | $3,470-14.7% |
| Admin fee / account holder | $11,533 | $4,667+147.1% | $6,675+72.8% | $4,887+136.0% |