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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 | $79,949 | $62,583+27.7% | $76,767+4.1% | $64,173+24.6% |
| Participation rate | 94.3% | 72.8%+21.5pp | 77.0%+17.3pp | 69.6%+24.7pp |
| Annual return | -6.86% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $717 | $1,832-60.8% | $2,485-71.1% | $2,381-69.9% |
| Participant deferral / active EE | $3,729 | $3,145+18.6% | $3,852-3.2% | $3,470+7.5% |
| Admin fee / account holder | $6,321 | $4,667+35.4% | $6,675-5.3% | $4,887+29.3% |