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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 | $70,839 | $54,162+30.8% | $68,612+3.2% | $64,173+10.4% |
| Participation rate | 87.0% | 68.1%+18.9pp | 72.2%+14.7pp | 69.6%+17.4pp |
| Annual return | -4.10% | -1.62%-2.5pp | -4.63%+0.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,123 | $1,846+15.0% | $2,625-19.1% | $2,381-10.8% |
| Participant deferral / active EE | $3,725 | $2,626+41.8% | $3,311+12.5% | $3,470+7.3% |
| Admin fee / account holder | $1,819 | $4,029-54.8% | $5,131-64.5% | $4,887-62.8% |