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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 | $59,849 | $54,162+10.5% | $68,612-12.8% | $64,173-6.7% |
| Participation rate | 87.3% | 68.1%+19.3pp | 72.2%+15.1pp | 69.6%+17.8pp |
| Annual return | -5.33% | -1.62%-3.7pp | -4.63%-0.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,605 | $1,846+149.4% | $2,625+75.4% | $2,381+93.4% |
| Participant deferral / active EE | $5,030 | $2,626+91.5% | $3,311+51.9% | $3,470+45.0% |
| Admin fee / account holder | $2,262 | $4,029-43.8% | $5,131-55.9% | $4,887-53.7% |