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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 | $72,353 | $62,589+15.6% | $76,768-5.8% | $64,173+12.7% |
| Participation rate | 76.3% | 72.8%+3.5pp | 77.0%-0.6pp | 69.6%+6.7pp |
| Annual return | -6.47% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,359 | $1,832-25.8% | $2,485-45.3% | $2,381-42.9% |
| Participant deferral / active EE | $2,876 | $3,145-8.5% | $3,852-25.3% | $3,470-17.1% |
| Admin fee / account holder | $1,510 | $4,667-67.7% | $6,675-77.4% | $4,887-69.1% |