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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 | $85,671 | $54,162+58.2% | $68,612+24.9% | $64,173+33.5% |
| Participation rate | 88.9% | 68.1%+20.8pp | 72.2%+16.7pp | 69.6%+19.3pp |
| Annual return | -6.51% | -1.62%-4.9pp | -4.63%-1.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,969 | $1,846+6.7% | $2,625-25.0% | $2,381-17.3% |
| Participant deferral / active EE | $3,473 | $2,626+32.2% | $3,311+4.9% | $3,470+0.1% |
| Admin fee / account holder | $978 | $4,029-75.7% | $5,131-80.9% | $4,887-80.0% |