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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 | $84,577 | $62,589+35.1% | $76,768+10.2% | $64,173+31.8% |
| Participation rate | 89.7% | 72.8%+16.8pp | 77.0%+12.7pp | 69.6%+20.1pp |
| Annual return | -6.98% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,379 | $1,832-24.7% | $2,485-44.5% | $2,381-42.1% |
| Participant deferral / active EE | $7,122 | $3,145+126.5% | $3,852+84.9% | $3,470+105.3% |
| Admin fee / account holder | $2,370 | $4,667-49.2% | $6,675-64.5% | $4,887-51.5% |