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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 | $65,952 | $62,583+5.4% | $76,767-14.1% | $64,173+2.8% |
| Participation rate | 82.8% | 72.8%+9.9pp | 77.0%+5.8pp | 69.6%+13.2pp |
| Annual return | -1.44% | -1.95%+0.5pp | 2.43%-3.9pp | 7.63%-9.1pp |
| Employer contribution / active EE | $1,776 | $1,832-3.0% | $2,485-28.5% | $2,381-25.4% |
| Participant deferral / active EE | $3,094 | $3,145-1.6% | $3,852-19.7% | $3,470-10.8% |
| Admin fee / account holder | $4,484 | $4,667-3.9% | $6,675-32.8% | $4,887-8.3% |