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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 | $72,920 | $56,484+29.1% | $169,452-57.0% | $64,173+13.6% |
| Participation rate | 93.3% | 64.5%+28.8pp | 77.8%+15.6pp | 69.6%+23.8pp |
| Annual return | -4.27% | -1.55%-2.7pp | 1.83%-6.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,286 | $1,832+24.7% | $4,157-45.0% | $2,381-4.0% |
| Participant deferral / active EE | $5,126 | $3,448+48.7% | $5,277-2.9% | $3,470+47.7% |
| Admin fee / account holder | $888 | $4,174-78.7% | $9,110-90.2% | $4,887-81.8% |