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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 | $63,568 | $54,162+17.4% | $68,612-7.4% | $64,173-0.9% |
| Participation rate | 79.7% | 68.1%+11.6pp | 72.2%+7.5pp | 69.6%+10.1pp |
| Annual return | -5.05% | -1.62%-3.4pp | -4.63%-0.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,485 | $1,846+34.6% | $2,625-5.3% | $2,381+4.4% |
| Participant deferral / active EE | $4,913 | $2,626+87.1% | $3,311+48.4% | $3,470+41.6% |
| Admin fee / account holder | $6,687 | $4,029+66.0% | $5,131+30.3% | $4,887+36.8% |