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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 | $87,887 | $62,583+40.4% | $76,767+14.5% | $64,173+37.0% |
| Participation rate | 78.1% | 72.8%+5.3pp | 77.0%+1.2pp | 69.6%+8.6pp |
| Annual return | -5.33% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,398 | $1,832-23.7% | $2,485-43.8% | $2,381-41.3% |
| Participant deferral / active EE | $5,558 | $3,145+76.7% | $3,852+44.3% | $3,470+60.2% |
| Admin fee / account holder | $3,989 | $4,667-14.5% | $6,675-40.2% | $4,887-18.4% |