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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 | $57,557 | $56,484+1.9% | $169,452-66.0% | $64,173-10.3% |
| Participation rate | 80.0% | 64.5%+15.5pp | 77.8%+2.2pp | 69.6%+10.4pp |
| Annual return | -7.01% | -1.55%-5.5pp | 1.83%-8.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,437 | $1,832+33.0% | $4,157-41.4% | $2,381+2.4% |
| Participant deferral / active EE | $5,495 | $3,448+59.4% | $5,277+4.1% | $3,470+58.4% |
| Admin fee / account holder | $5,170 | $4,174+23.9% | $9,110-43.2% | $4,887+5.8% |