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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 | $69,127 | $62,583+10.5% | $76,767-10.0% | $64,173+7.7% |
| Participation rate | 86.8% | 72.8%+14.0pp | 77.0%+9.9pp | 69.6%+17.3pp |
| Annual return | -5.60% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,088 | $1,832+14.0% | $2,485-16.0% | $2,381-12.3% |
| Participant deferral / active EE | $4,377 | $3,145+39.2% | $3,852+13.7% | $3,470+26.2% |
| Admin fee / account holder | $4,356 | $4,667-6.7% | $6,675-34.8% | $4,887-10.9% |