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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 | $61,668 | $62,583-1.5% | $76,767-19.7% | $64,173-3.9% |
| Participation rate | 88.0% | 72.8%+15.2pp | 77.0%+11.0pp | 69.6%+18.4pp |
| Annual return | -5.94% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,955 | $1,832+6.7% | $2,485-21.4% | $2,381-17.9% |
| Participant deferral / active EE | $5,130 | $3,145+63.1% | $3,852+33.2% | $3,470+47.9% |
| Admin fee / account holder | $1,649 | $4,667-64.7% | $6,675-75.3% | $4,887-66.3% |