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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 | $62,400 | $56,339+10.8% | $104,301-40.2% | $68,486-8.9% |
| Participation rate | 88.5% | 63.3%+25.2pp | 73.3%+15.2pp | 67.9%+20.6pp |
| Annual return | 5.96% | -9.19%+15.2pp | 24.61%-18.7pp | -7.85%+13.8pp |
| Employer contribution / active EE | $2,217 | $1,960+13.1% | $3,373-34.3% | $2,597-14.6% |
| Participant deferral / active EE | $4,605 | $3,077+49.6% | $4,626-0.5% | $4,028+14.3% |
| Admin fee / account holder | $1,668 | $4,902-66.0% | $7,340-77.3% | $5,404-69.1% |