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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 | $72,576 | $61,660+17.7% | $80,022-9.3% | $64,173+13.1% |
| Participation rate | 89.7% | 71.7%+18.0pp | 75.8%+13.9pp | 69.6%+20.1pp |
| Annual return | -3.26% | -0.33%-2.9pp | 11.22%-14.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $675 | $1,810-62.7% | $2,468-72.6% | $2,381-71.6% |
| Participant deferral / active EE | $4,497 | $2,968+51.6% | $3,686+22.0% | $3,470+29.6% |
| Admin fee / account holder | $6,986 | $5,417+29.0% | $6,521+7.1% | $4,887+42.9% |