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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 | $48,850 | $62,589-22.0% | $76,768-36.4% | $64,173-23.9% |
| Participation rate | 96.4% | 72.8%+23.6pp | 77.0%+19.5pp | 69.6%+26.9pp |
| Annual return | -6.17% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,195 | $1,832-34.8% | $2,485-51.9% | $2,381-49.8% |
| Participant deferral / active EE | $1,820 | $3,145-42.1% | $3,852-52.7% | $3,470-47.5% |
| Admin fee / account holder | $10,256 | $4,667+119.8% | $6,675+53.6% | $4,887+109.9% |