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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 | $75,389 | $77,816-3.1% | $123,552-39.0% | $64,173+17.5% |
| Participation rate | 84.4% | 74.7%+9.7pp | 82.3%+2.1pp | 69.6%+14.8pp |
| Annual return | -7.92% | 12.49%-20.4pp | 119.20%-127.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,118 | $3,014-29.7% | $4,628-54.2% | $2,381-11.0% |
| Participant deferral / active EE | $4,473 | $5,240-14.6% | $6,426-30.4% | $3,470+28.9% |
| Admin fee / account holder | $4,207 | $5,519-23.8% | $9,285-54.7% | $4,887-13.9% |