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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 | $67,621 | $62,583+8.1% | $76,767-11.9% | $64,173+5.4% |
| Participation rate | 90.9% | 72.8%+18.1pp | 77.0%+13.9pp | 69.6%+21.3pp |
| Annual return | -7.19% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,545 | $1,832-15.7% | $2,485-37.8% | $2,381-35.1% |
| Participant deferral / active EE | $2,859 | $3,145-9.1% | $3,852-25.8% | $3,470-17.6% |
| Admin fee / account holder | $491 | $4,667-89.5% | $6,675-92.6% | $4,887-90.0% |