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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 | $53,678 | $43,344+23.8% | $59,899-10.4% | $64,173-16.4% |
| Participation rate | 96.5% | 69.2%+27.4pp | 74.7%+21.8pp | 69.6%+26.9pp |
| Annual return | -3.16% | -1.55%-1.6pp | 3.46%-6.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $582 | $2,030-71.3% | $2,723-78.6% | $2,381-75.6% |
| Participant deferral / active EE | $2,437 | $2,547-4.3% | $3,402-28.4% | $3,470-29.8% |
| Admin fee / account holder | $9,609 | $3,008+219.4% | $3,592+167.5% | $4,887+96.6% |