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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 | $71,607 | $64,719+10.6% | $112,249-36.2% | $68,486+4.6% |
| Participation rate | 89.5% | 67.2%+22.3pp | 75.1%+14.4pp | 67.9%+21.6pp |
| Annual return | 1.23% | -11.40%+12.6pp | 27.48%-26.3pp | -7.85%+9.1pp |
| Employer contribution / active EE | $2,449 | $2,747-10.8% | $3,636-32.6% | $2,597-5.7% |
| Participant deferral / active EE | $3,179 | $3,565-10.8% | $4,729-32.8% | $4,028-21.1% |
| Admin fee / account holder | $10,822 | $5,232+106.8% | $6,412+68.8% | $5,404+100.3% |