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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 | $45,172 | $46,697-3.3% | $117,529-61.6% | $68,490-34.0% |
| Participation rate | 98.8% | 56.8%+42.0pp | 70.6%+28.1pp | 67.9%+30.9pp |
| Annual return | 5.56% | -14.52%+20.1pp | 29.77%-24.2pp | -7.85%+13.4pp |
| Employer contribution / active EE | $1,763 | $1,506+17.1% | $4,179-57.8% | $2,597-32.1% |
| Participant deferral / active EE | $2,296 | $2,637-13.0% | $4,072-43.6% | $4,028-43.0% |
| Admin fee / account holder | $2,208 | $4,023-45.1% | $5,645-60.9% | $5,403-59.1% |