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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 | $64,080 | $58,577+9.4% | $83,323-23.1% | $64,181-0.2% |
| Participation rate | 75.0% | 72.0%+3.0pp | 77.8%-2.8pp | 69.6%+5.4pp |
| Annual return | -7.99% | 9.65%-17.6pp | 10.63%-18.6pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,591 | $2,098+23.5% | $3,379-23.3% | $2,381+8.8% |
| Participant deferral / active EE | $5,095 | $4,654+9.5% | $5,565-8.4% | $3,470+46.8% |
| Admin fee / account holder | $3,507 | $9,275-62.2% | $7,539-53.5% | $4,887-28.2% |