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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 | $67,113 | $61,660+8.8% | $80,022-16.1% | $64,173+4.6% |
| Participation rate | 70.4% | 71.7%-1.3pp | 75.8%-5.5pp | 69.6%+0.8pp |
| Annual return | -5.86% | -0.33%-5.5pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,714 | $1,810-5.3% | $2,468-30.6% | $2,381-28.0% |
| Participant deferral / active EE | $4,759 | $2,968+60.4% | $3,686+29.1% | $3,470+37.2% |
| Admin fee / account holder | $864 | $5,417-84.1% | $6,521-86.8% | $4,887-82.3% |