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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 | $63,854 | $58,600+9.0% | $83,327-23.4% | $64,173-0.5% |
| Participation rate | 95.2% | 72.0%+23.2pp | 77.8%+17.5pp | 69.6%+25.7pp |
| Annual return | -7.32% | 9.66%-17.0pp | 10.64%-18.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,379 | $2,098+13.4% | $3,379-29.6% | $2,381-0.1% |
| Participant deferral / active EE | $14,409 | $4,656+209.5% | $5,565+158.9% | $3,470+315.3% |
| Admin fee / account holder | $7,905 | $9,282-14.8% | $7,540+4.8% | $4,887+61.7% |