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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 | $43,181 | $62,589-31.0% | $76,768-43.8% | $64,173-32.7% |
| Participation rate | 96.3% | 72.8%+23.5pp | 77.0%+19.3pp | 69.6%+26.7pp |
| Annual return | -5.90% | -1.95%-4.0pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,761 | $1,832+159.9% | $2,485+91.6% | $2,381+100.0% |
| Participant deferral / active EE | $3,677 | $3,145+16.9% | $3,852-4.5% | $3,470+6.0% |
| Admin fee / account holder | $7,066 | $4,667+51.4% | $6,675+5.9% | $4,887+44.6% |