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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 | $66,091 | $62,583+5.6% | $76,767-13.9% | $64,173+3.0% |
| Participation rate | 91.7% | 72.8%+18.8pp | 77.0%+14.7pp | 69.6%+22.1pp |
| Annual return | -7.34% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,684 | $1,832-8.1% | $2,485-32.3% | $2,381-29.3% |
| Participant deferral / active EE | $4,082 | $3,145+29.8% | $3,852+6.0% | $3,470+17.6% |
| Admin fee / account holder | $1,784 | $4,667-61.8% | $6,675-73.3% | $4,887-63.5% |