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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 | $74,059 | $48,235+53.5% | $68,803+7.6% | $68,490+8.1% |
| Participation rate | 85.7% | 60.7%+25.0pp | 69.0%+16.7pp | 67.9%+17.8pp |
| Annual return | -13.77% | -12.70%-1.1pp | -6.37%-7.4pp | -7.85%-5.9pp |
| Employer contribution / active EE | $2,058 | $1,829+12.5% | $2,656-22.5% | $2,597-20.8% |
| Participant deferral / active EE | $6,845 | $2,867+138.8% | $3,942+73.7% | $4,028+70.0% |
| Admin fee / account holder | $1,275 | $4,361-70.8% | $4,936-74.2% | $5,403-76.4% |