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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 | $74,125 | $62,583+18.4% | $76,767-3.4% | $64,173+15.5% |
| Participation rate | 77.4% | 72.8%+4.5pp | 77.0%+0.4pp | 69.6%+7.8pp |
| Annual return | -5.20% | -1.95%-3.3pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,835 | $1,832+0.2% | $2,485-26.1% | $2,381-22.9% |
| Participant deferral / active EE | $4,337 | $3,145+37.9% | $3,852+12.6% | $3,470+25.0% |
| Admin fee / account holder | $5,406 | $4,667+15.8% | $6,675-19.0% | $4,887+10.6% |