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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 | $59,172 | $62,589-5.5% | $76,768-22.9% | $64,173-7.8% |
| Participation rate | 88.2% | 72.8%+15.4pp | 77.0%+11.3pp | 69.6%+18.7pp |
| Annual return | -6.07% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,450 | $1,832+33.7% | $2,485-1.4% | $2,381+2.9% |
| Participant deferral / active EE | $4,990 | $3,145+58.7% | $3,852+29.6% | $3,470+43.8% |
| Admin fee / account holder | $688 | $4,667-85.3% | $6,675-89.7% | $4,887-85.9% |