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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 | $71,751 | $62,583+14.6% | $76,767-6.5% | $64,173+11.8% |
| Participation rate | 79.5% | 72.8%+6.7pp | 77.0%+2.5pp | 69.6%+9.9pp |
| Annual return | -6.98% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,589 | $1,832+41.3% | $2,485+4.2% | $2,381+8.7% |
| Participant deferral / active EE | $4,734 | $3,145+50.5% | $3,852+22.9% | $3,470+36.4% |
| Admin fee / account holder | $7,281 | $4,667+56.0% | $6,675+9.1% | $4,887+49.0% |