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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 | $60,025 | $77,816-22.9% | $123,549-51.4% | $64,181-6.5% |
| Participation rate | 87.0% | 74.7%+12.2pp | 82.3%+4.7pp | 69.6%+17.4pp |
| Annual return | -4.41% | 12.49%-16.9pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,341 | $3,014-22.3% | $4,628-49.4% | $2,381-1.7% |
| Participant deferral / active EE | $3,279 | $5,240-37.4% | $6,426-49.0% | $3,470-5.5% |
| Admin fee / account holder | $907 | $5,519-83.6% | $9,284-90.2% | $4,887-81.4% |