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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 | $52,618 | $62,583-15.9% | $76,767-31.5% | $64,173-18.0% |
| Participation rate | 81.3% | 72.8%+8.4pp | 77.0%+4.3pp | 69.6%+11.7pp |
| Annual return | -5.71% | -1.95%-3.8pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,076 | $1,832+13.3% | $2,485-16.5% | $2,381-12.8% |
| Participant deferral / active EE | $3,838 | $3,145+22.0% | $3,852-0.4% | $3,470+10.6% |
| Admin fee / account holder | $1,662 | $4,667-64.4% | $6,675-75.1% | $4,887-66.0% |