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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 | $65,252 | $61,660+5.8% | $80,022-18.5% | $64,173+1.7% |
| Participation rate | 85.7% | 71.7%+14.0pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | -4.87% | -0.33%-4.5pp | 11.22%-16.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $950 | $1,810-47.5% | $2,468-61.5% | $2,381-60.1% |
| Participant deferral / active EE | $2,787 | $2,968-6.1% | $3,686-24.4% | $3,470-19.7% |
| Admin fee / account holder | $10,482 | $5,417+93.5% | $6,521+60.7% | $4,887+114.5% |