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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 | $67,809 | $62,583+8.4% | $76,767-11.7% | $64,173+5.7% |
| Participation rate | 96.2% | 72.8%+23.3pp | 77.0%+19.2pp | 69.6%+26.6pp |
| Annual return | -7.30% | -1.95%-5.4pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,149 | $1,832+17.3% | $2,485-13.5% | $2,381-9.7% |
| Participant deferral / active EE | $4,660 | $3,145+48.2% | $3,852+21.0% | $3,470+34.3% |
| Admin fee / account holder | $6,758 | $4,667+44.8% | $6,675+1.2% | $4,887+38.3% |