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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 | $65,720 | $62,589+5.0% | $76,768-14.4% | $64,173+2.4% |
| Participation rate | 92.6% | 72.8%+19.7pp | 77.0%+15.6pp | 69.6%+23.0pp |
| Annual return | -3.47% | -1.95%-1.5pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,129 | $1,832+16.2% | $2,485-14.3% | $2,381-10.6% |
| Participant deferral / active EE | $4,262 | $3,145+35.5% | $3,852+10.7% | $3,470+22.8% |
| Admin fee / account holder | $4,609 | $4,667-1.2% | $6,675-30.9% | $4,887-5.7% |