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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 | $64,726 | $50,947+27.0% | $74,549-13.2% | $64,173+0.9% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.1%+22.8pp | 69.6%+22.4pp |
| Annual return | -4.94% | -1.85%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,149 | $1,115+3.0% | $1,961-41.4% | $2,381-51.7% |
| Participant deferral / active EE | $2,368 | $2,302+2.9% | $3,108-23.8% | $3,470-31.7% |
| Admin fee / account holder | $5,110 | $4,221+21.1% | $5,059+1.0% | $4,887+4.5% |