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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 | $59,459 | $56,484+5.3% | $169,452-64.9% | $64,173-7.3% |
| Participation rate | 92.3% | 64.5%+27.8pp | 77.8%+14.5pp | 69.6%+22.7pp |
| Annual return | -4.73% | -1.55%-3.2pp | 1.83%-6.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $656 | $1,832-64.2% | $4,157-84.2% | $2,381-72.4% |
| Participant deferral / active EE | $7,381 | $3,448+114.1% | $5,277+39.9% | $3,470+112.7% |
| Admin fee / account holder | $7,311 | $4,174+75.2% | $9,110-19.7% | $4,887+49.6% |