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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 | $73,573 | $61,660+19.3% | $80,022-8.1% | $64,173+14.6% |
| Participation rate | 91.8% | 71.7%+20.1pp | 75.8%+16.0pp | 69.6%+22.3pp |
| Annual return | -3.29% | -0.33%-3.0pp | 11.22%-14.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,041 | $1,810+12.7% | $2,468-17.3% | $2,381-14.3% |
| Participant deferral / active EE | $2,694 | $2,968-9.2% | $3,686-26.9% | $3,470-22.4% |
| Admin fee / account holder | $3,017 | $5,417-44.3% | $6,521-53.7% | $4,887-38.3% |