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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 | $70,260 | $43,333+62.1% | $59,883+17.3% | $64,181+9.5% |
| Participation rate | 87.2% | 69.2%+18.0pp | 74.7%+12.5pp | 69.6%+17.6pp |
| Annual return | -5.85% | -1.55%-4.3pp | 3.46%-9.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $5,433 | $2,029+167.7% | $2,722+99.6% | $2,381+128.2% |
| Participant deferral / active EE | $10,770 | $2,547+322.9% | $3,402+216.6% | $3,470+210.4% |
| Admin fee / account holder | $2,876 | $3,006-4.3% | $3,591-19.9% | $4,887-41.1% |