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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 | $68,996 | $62,586+10.2% | $76,766-10.1% | $64,181+7.5% |
| Participation rate | 83.3% | 72.8%+10.5pp | 77.0%+6.4pp | 69.6%+13.8pp |
| Annual return | -6.03% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,675 | $1,832+46.0% | $2,485+7.7% | $2,381+12.4% |
| Participant deferral / active EE | $4,849 | $3,145+54.2% | $3,851+25.9% | $3,470+39.8% |
| Admin fee / account holder | $1,382 | $4,667-70.4% | $6,675-79.3% | $4,887-71.7% |