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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 | $68,905 | $62,583+10.1% | $76,767-10.2% | $64,173+7.4% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -7.44% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,309 | $1,832-28.6% | $2,485-47.3% | $2,381-45.0% |
| Participant deferral / active EE | $3,070 | $3,145-2.4% | $3,852-20.3% | $3,470-11.5% |
| Admin fee / account holder | $1,367 | $4,667-70.7% | $6,675-79.5% | $4,887-72.0% |