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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 | $56,319 | $56,484-0.3% | $169,452-66.8% | $64,173-12.2% |
| Participation rate | 94.4% | 64.5%+29.9pp | 77.8%+16.7pp | 69.6%+24.9pp |
| Annual return | -7.02% | -1.55%-5.5pp | 1.83%-8.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,347 | $1,832+28.1% | $4,157-43.5% | $2,381-1.4% |
| Participant deferral / active EE | $3,218 | $3,448-6.7% | $5,277-39.0% | $3,470-7.2% |
| Admin fee / account holder | $1,268 | $4,174-69.6% | $9,110-86.1% | $4,887-74.1% |