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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 | $73,870 | $62,589+18.0% | $76,768-3.8% | $64,173+15.1% |
| Participation rate | 97.7% | 72.8%+24.9pp | 77.0%+20.7pp | 69.6%+28.1pp |
| Annual return | -6.12% | -1.95%-4.2pp | 2.43%-8.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,229 | $1,832+21.6% | $2,485-10.3% | $2,381-6.4% |
| Participant deferral / active EE | $6,197 | $3,145+97.1% | $3,852+60.9% | $3,470+78.6% |
| Admin fee / account holder | $1,890 | $4,667-59.5% | $6,675-71.7% | $4,887-61.3% |