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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 | $64,707 | $50,464+28.2% | $75,784-14.6% | $52,331+23.7% |
| Participation rate | 80.2% | 66.8%+13.4pp | 75.8%+4.4pp | 68.1%+12.1pp |
| Annual return | -0.34% | 1.03%-1.4pp | 9.68%-10.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,880 | $1,988-5.5% | $3,323-43.4% | $1,882-0.1% |
| Participant deferral / active EE | $3,342 | $2,570+30.0% | $3,652-8.5% | $3,022+10.6% |
| Admin fee / account holder | $2,396 | $1,103+117.2% | $5,300-54.8% | $592+305.0% |