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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 | $70,263 | $61,660+14.0% | $80,022-12.2% | $64,173+9.5% |
| Participation rate | 93.1% | 71.7%+21.4pp | 75.8%+17.3pp | 69.6%+23.5pp |
| Annual return | -5.35% | -0.33%-5.0pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,991 | $1,810+10.0% | $2,468-19.3% | $2,381-16.4% |
| Participant deferral / active EE | $2,376 | $2,968-19.9% | $3,686-35.5% | $3,470-31.5% |
| Admin fee / account holder | $7,402 | $5,417+36.6% | $6,521+13.5% | $4,887+51.5% |