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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 | $51,513 | $77,817-33.8% | $123,553-58.3% | $64,173-19.7% |
| Participation rate | 90.5% | 74.7%+15.8pp | 82.3%+8.2pp | 69.6%+20.9pp |
| Annual return | -7.28% | 12.49%-19.8pp | 119.21%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,094 | $3,014+2.7% | $4,628-33.1% | $2,381+30.0% |
| Participant deferral / active EE | $6,619 | $5,240+26.3% | $6,426+3.0% | $3,470+90.8% |
| Admin fee / account holder | $1,493 | $5,519-72.9% | $9,284-83.9% | $4,887-69.4% |