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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 | $55,886 | $50,947+9.7% | $74,551-25.0% | $64,173-12.9% |
| Participation rate | 73.2% | 61.1%+12.2pp | 69.1%+4.1pp | 69.6%+3.6pp |
| Annual return | -7.98% | -1.85%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,250 | $1,115+12.0% | $1,961-36.3% | $2,381-47.5% |
| Participant deferral / active EE | $7,571 | $2,302+228.9% | $3,108+143.6% | $3,470+118.2% |
| Admin fee / account holder | $1,952 | $4,221-53.8% | $5,059-61.4% | $4,887-60.1% |