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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 | $44,486 | $61,660-27.9% | $80,022-44.4% | $64,173-30.7% |
| Participation rate | 89.3% | 71.7%+17.6pp | 75.8%+13.5pp | 69.6%+19.7pp |
| Annual return | -6.50% | -0.33%-6.2pp | 11.22%-17.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,436 | $1,810+34.5% | $2,468-1.3% | $2,381+2.3% |
| Participant deferral / active EE | $1,497 | $2,968-49.6% | $3,686-59.4% | $3,470-56.9% |
| Admin fee / account holder | $34,086 | $5,417+529.2% | $6,521+422.7% | $4,887+597.4% |