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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 | $76,898 | $61,660+24.7% | $80,022-3.9% | $64,181+19.8% |
| Participation rate | 78.8% | 71.7%+7.1pp | 75.8%+2.9pp | 69.6%+9.2pp |
| Annual return | -4.75% | -0.33%-4.4pp | 11.22%-16.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,213 | $1,810-33.0% | $2,468-50.8% | $2,381-49.0% |
| Participant deferral / active EE | $3,112 | $2,968+4.9% | $3,686-15.6% | $3,470-10.3% |
| Admin fee / account holder | $1,705 | $5,417-68.5% | $6,521-73.8% | $4,887-65.1% |