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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 | $67,509 | $58,587+15.2% | $83,322-19.0% | $64,173+5.2% |
| Participation rate | 75.4% | 72.0%+3.3pp | 77.8%-2.4pp | 69.6%+5.8pp |
| Annual return | -7.66% | 9.65%-17.3pp | 10.64%-18.3pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,243 | $2,098+6.9% | $3,379-33.6% | $2,381-5.8% |
| Participant deferral / active EE | $4,090 | $4,654-12.1% | $5,565-26.5% | $3,470+17.9% |
| Admin fee / account holder | $5,611 | $9,279-39.5% | $7,540-25.6% | $4,887+14.8% |