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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 | $63,323 | $62,589+1.2% | $76,768-17.5% | $64,173-1.3% |
| Participation rate | 98.7% | 72.8%+25.8pp | 77.0%+21.7pp | 69.6%+29.1pp |
| Annual return | -6.89% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,029 | $1,832+10.8% | $2,485-18.3% | $2,381-14.8% |
| Participant deferral / active EE | $3,351 | $3,145+6.6% | $3,852-13.0% | $3,470-3.4% |
| Admin fee / account holder | $3,932 | $4,667-15.8% | $6,675-41.1% | $4,887-19.6% |