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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 | $74,619 | $61,660+21.0% | $80,022-6.8% | $64,173+16.3% |
| Participation rate | 86.5% | 71.7%+14.8pp | 75.8%+10.7pp | 69.6%+16.9pp |
| Annual return | -5.58% | -0.33%-5.3pp | 11.22%-16.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,832 | $1,810+1.2% | $2,468-25.8% | $2,381-23.0% |
| Participant deferral / active EE | $5,007 | $2,968+68.7% | $3,686+35.9% | $3,470+44.3% |
| Admin fee / account holder | $6,110 | $5,417+12.8% | $6,521-6.3% | $4,887+25.0% |