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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 | $72,738 | $67,411+7.9% | $91,004-20.1% | $70,124+3.7% |
| Participation rate | 71.9% | 71.4%+0.6pp | 75.6%-3.7pp | 69.5%+2.4pp |
| Annual return | 14.62% | -40.16%+54.8pp | 4.60%+10.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,306 | $1,786-26.9% | $2,456-46.8% | $2,342-44.2% |
| Participant deferral / active EE | $3,067 | $2,823+8.6% | $3,548-13.6% | $3,332-8.0% |
| Admin fee / account holder | $4,968 | $4,236+17.3% | $5,417-8.3% | $4,645+6.9% |