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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 | $60,439 | $50,947+18.6% | $74,549-18.9% | $64,173-5.8% |
| Participation rate | 89.5% | 61.1%+28.4pp | 69.1%+20.3pp | 69.6%+19.9pp |
| Annual return | -6.40% | -1.85%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,892 | $1,115+159.3% | $1,961+47.5% | $2,381+21.5% |
| Participant deferral / active EE | $6,653 | $2,302+189.1% | $3,108+114.1% | $3,470+91.8% |
| Admin fee / account holder | $1,950 | $4,221-53.8% | $5,059-61.4% | $4,887-60.1% |