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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 | $70,341 | $62,586+12.4% | $76,766-8.4% | $64,181+9.6% |
| Participation rate | 80.4% | 72.8%+7.6pp | 77.0%+3.4pp | 69.6%+10.8pp |
| Annual return | -4.24% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,705 | $1,832-6.9% | $2,485-31.4% | $2,381-28.4% |
| Participant deferral / active EE | $4,282 | $3,145+36.2% | $3,851+11.2% | $3,470+23.4% |
| Admin fee / account holder | $2,166 | $4,667-53.6% | $6,675-67.6% | $4,887-55.7% |