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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 | $55,755 | $62,589-10.9% | $76,768-27.4% | $64,173-13.1% |
| Participation rate | 95.2% | 72.8%+22.4pp | 77.0%+18.3pp | 69.6%+25.7pp |
| Annual return | -4.93% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $4,256 | $1,832+132.3% | $2,485+71.2% | $2,381+78.8% |
| Participant deferral / active EE | $3,086 | $3,145-1.9% | $3,852-19.9% | $3,470-11.1% |
| Admin fee / account holder | $10,522 | $4,667+125.5% | $6,675+57.6% | $4,887+115.3% |