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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 | $50,678 | $71,873-29.5% | $86,698-41.5% | $68,490-26.0% |
| Participation rate | 86.8% | 72.2%+14.6pp | 76.6%+10.3pp | 67.9%+18.9pp |
| Annual return | -1.80% | 3.54%-5.3pp | 35.96%-37.8pp | -7.85%+6.1pp |
| Employer contribution / active EE | $2,444 | $2,173+12.5% | $2,837-13.8% | $2,597-5.9% |
| Participant deferral / active EE | $4,508 | $3,779+19.3% | $4,656-3.2% | $4,028+11.9% |
| Admin fee / account holder | $13,126 | $6,110+114.8% | $7,492+75.2% | $5,403+142.9% |