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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 | $72,639 | $43,344+67.6% | $59,899+21.3% | $64,173+13.2% |
| Participation rate | 97.7% | 69.2%+28.6pp | 74.7%+23.0pp | 69.6%+28.2pp |
| Annual return | -5.19% | -1.55%-3.6pp | 3.46%-8.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,249 | $2,030-38.5% | $2,723-54.1% | $2,381-47.6% |
| Participant deferral / active EE | $3,049 | $2,547+19.7% | $3,402-10.4% | $3,470-12.1% |
| Admin fee / account holder | $4,340 | $3,008+44.3% | $3,592+20.8% | $4,887-11.2% |