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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 | $64,390 | $56,484+14.0% | $169,452-62.0% | $64,173+0.3% |
| Participation rate | 77.6% | 64.5%+13.0pp | 77.8%-0.2pp | 69.6%+8.0pp |
| Annual return | -5.54% | -1.55%-4.0pp | 1.83%-7.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,626 | $1,832+97.9% | $4,157-12.8% | $2,381+52.3% |
| Participant deferral / active EE | $7,601 | $3,448+120.5% | $5,277+44.0% | $3,470+119.1% |
| Admin fee / account holder | $886 | $4,174-78.8% | $9,110-90.3% | $4,887-81.9% |