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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 | $49,810 | $61,660-19.2% | $80,022-37.8% | $64,173-22.4% |
| Participation rate | 85.3% | 71.7%+13.6pp | 75.8%+9.5pp | 69.6%+15.7pp |
| Annual return | -3.68% | -0.33%-3.4pp | 11.22%-14.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $4,912 | $1,810+171.3% | $2,468+99.0% | $2,381+106.3% |
| Participant deferral / active EE | $4,050 | $2,968+36.5% | $3,686+9.9% | $3,470+16.7% |
| Admin fee / account holder | $16,068 | $5,417+196.6% | $6,521+146.4% | $4,887+228.8% |