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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 | $61,059 | $50,947+19.8% | $74,551-18.1% | $64,173-4.9% |
| Participation rate | 72.4% | 61.1%+11.4pp | 69.1%+3.3pp | 69.6%+2.8pp |
| Annual return | -4.81% | -1.85%-3.0pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,118 | $1,115+0.2% | $1,961-43.0% | $2,381-53.0% |
| Participant deferral / active EE | $1,761 | $2,302-23.5% | $3,108-43.3% | $3,470-49.2% |
| Admin fee / account holder | $4,263 | $4,221+1.0% | $5,059-15.7% | $4,887-12.8% |