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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 | $69,060 | $43,333+59.4% | $59,883+15.3% | $64,186+7.6% |
| Participation rate | 96.5% | 69.2%+27.3pp | 74.7%+21.8pp | 69.6%+26.9pp |
| Annual return | -5.72% | -1.55%-4.2pp | 3.46%-9.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,391 | $2,029-31.4% | $2,722-48.9% | $2,381-41.6% |
| Participant deferral / active EE | $5,629 | $2,547+121.0% | $3,402+65.5% | $3,470+62.2% |
| Admin fee / account holder | $6,770 | $3,006+125.2% | $3,591+88.5% | $4,888+38.5% |