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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 | $60,706 | $58,600+3.6% | $83,327-27.1% | $64,173-5.4% |
| Participation rate | 90.0% | 72.0%+18.0pp | 77.8%+12.2pp | 69.6%+20.4pp |
| Annual return | -7.30% | 9.66%-17.0pp | 10.64%-17.9pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,925 | $2,098+39.4% | $3,379-13.4% | $2,381+22.8% |
| Participant deferral / active EE | $6,380 | $4,656+37.0% | $5,565+14.6% | $3,470+83.9% |
| Admin fee / account holder | $5,402 | $9,282-41.8% | $7,540-28.4% | $4,887+10.5% |