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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 | $42,555 | $50,947-16.5% | $74,549-42.9% | $64,173-33.7% |
| Participation rate | 89.3% | 61.1%+28.2pp | 69.1%+20.1pp | 69.6%+19.7pp |
| Annual return | 0.88% | -1.85%+2.7pp | 32.53%-31.7pp | 7.63%-6.8pp |
| Employer contribution / active EE | $1,670 | $1,115+49.8% | $1,961-14.8% | $2,381-29.8% |
| Participant deferral / active EE | $4,010 | $2,302+74.2% | $3,108+29.0% | $3,470+15.6% |
| Admin fee / account holder | $1,076 | $4,221-74.5% | $5,059-78.7% | $4,887-78.0% |