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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 | $90,417 | $62,589+44.5% | $76,768+17.8% | $64,173+40.9% |
| Participation rate | 74.2% | 72.8%+1.4pp | 77.0%-2.8pp | 69.6%+4.6pp |
| Annual return | -4.66% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,814 | $1,832-1.0% | $2,485-27.0% | $2,381-23.8% |
| Participant deferral / active EE | $3,726 | $3,145+18.5% | $3,852-3.2% | $3,470+7.4% |
| Admin fee / account holder | $3,169 | $4,667-32.1% | $6,675-52.5% | $4,887-35.2% |