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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 | $51,073 | $43,344+17.8% | $59,899-14.7% | $64,173-20.4% |
| Participation rate | 80.0% | 69.2%+10.8pp | 74.7%+5.3pp | 69.6%+10.4pp |
| Annual return | -5.30% | -1.55%-3.7pp | 3.46%-8.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,639 | $2,030-19.3% | $2,723-39.8% | $2,381-31.2% |
| Participant deferral / active EE | $5,048 | $2,547+98.2% | $3,402+48.4% | $3,470+45.5% |
| Admin fee / account holder | $4,895 | $3,008+62.7% | $3,592+36.3% | $4,887+0.1% |