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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 | $77,363 | $50,947+51.8% | $74,551+3.8% | $64,173+20.6% |
| Participation rate | 77.4% | 61.1%+16.4pp | 69.1%+8.3pp | 69.6%+7.8pp |
| Annual return | -5.74% | -1.85%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,502 | $1,115+34.7% | $1,961-23.4% | $2,381-36.9% |
| Participant deferral / active EE | $3,852 | $2,302+67.4% | $3,108+23.9% | $3,470+11.0% |
| Admin fee / account holder | $542 | $4,221-87.2% | $5,059-89.3% | $4,887-88.9% |