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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 | $69,364 | $62,583+10.8% | $76,767-9.6% | $64,173+8.1% |
| Participation rate | 91.1% | 72.8%+18.3pp | 77.0%+14.2pp | 69.6%+21.6pp |
| Annual return | -4.58% | -1.95%-2.6pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,120 | $1,832+15.7% | $2,485-14.7% | $2,381-11.0% |
| Participant deferral / active EE | $4,332 | $3,145+37.7% | $3,852+12.5% | $3,470+24.8% |
| Admin fee / account holder | $6,519 | $4,667+39.7% | $6,675-2.3% | $4,887+33.4% |