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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 | $56,455 | $62,586-9.8% | $76,766-26.5% | $64,181-12.0% |
| Participation rate | 79.2% | 72.8%+6.4pp | 77.0%+2.3pp | 69.6%+9.7pp |
| Annual return | -7.27% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,265 | $1,832+23.7% | $2,485-8.8% | $2,381-4.8% |
| Participant deferral / active EE | $4,929 | $3,145+56.7% | $3,851+28.0% | $3,470+42.1% |
| Admin fee / account holder | $1,608 | $4,667-65.5% | $6,675-75.9% | $4,887-67.1% |