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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 | $77,075 | $62,583+23.2% | $76,767+0.4% | $64,173+20.1% |
| Participation rate | 83.1% | 72.8%+10.2pp | 77.0%+6.1pp | 69.6%+13.5pp |
| Annual return | -7.14% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $746 | $1,832-59.3% | $2,485-70.0% | $2,381-68.7% |
| Participant deferral / active EE | $5,712 | $3,145+81.6% | $3,852+48.3% | $3,470+64.6% |
| Admin fee / account holder | $987 | $4,667-78.9% | $6,675-85.2% | $4,887-79.8% |