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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 | $52,730 | $59,186-10.9% | $76,768-31.3% | $56,287-6.3% |
| Participation rate | 78.8% | 75.2%+3.6pp | 77.0%+1.9pp | 69.9%+9.0pp |
| Annual return | -4.66% | 6.62%-11.3pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,117 | $1,759-36.5% | $2,485-55.1% | $2,111-47.1% |
| Participant deferral / active EE | $2,829 | $3,255-13.1% | $3,852-26.5% | $3,350-15.5% |
| Admin fee / account holder | $1,169 | $489+138.9% | $6,675-82.5% | $521+124.3% |