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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 | $65,106 | $62,583+4.0% | $76,767-15.2% | $64,173+1.5% |
| Participation rate | 96.3% | 72.8%+23.5pp | 77.0%+19.3pp | 69.6%+26.7pp |
| Annual return | -1.57% | -1.95%+0.4pp | 2.43%-4.0pp | 7.63%-9.2pp |
| Employer contribution / active EE | $2,462 | $1,832+34.4% | $2,485-0.9% | $2,381+3.4% |
| Participant deferral / active EE | $1,770 | $3,145-43.7% | $3,852-54.1% | $3,470-49.0% |
| Admin fee / account holder | $2,534 | $4,667-45.7% | $6,675-62.0% | $4,887-48.2% |