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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 | $51,438 | $62,583-17.8% | $76,767-33.0% | $64,173-19.8% |
| Participation rate | 87.7% | 72.8%+14.9pp | 77.0%+10.8pp | 69.6%+18.1pp |
| Annual return | -5.84% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,479 | $1,832+35.3% | $2,485-0.2% | $2,381+4.1% |
| Participant deferral / active EE | $5,239 | $3,145+66.6% | $3,852+36.0% | $3,470+51.0% |
| Admin fee / account holder | $920 | $4,667-80.3% | $6,675-86.2% | $4,887-81.2% |