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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 | $74,559 | $56,484+32.0% | $169,452-56.0% | $64,173+16.2% |
| Participation rate | 71.4% | 64.5%+6.9pp | 77.8%-6.4pp | 69.6%+1.9pp |
| Annual return | -5.99% | -1.55%-4.4pp | 1.83%-7.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $331 | $1,832-82.0% | $4,157-92.0% | $2,381-86.1% |
| Participant deferral / active EE | $4,029 | $3,448+16.9% | $5,277-23.7% | $3,470+16.1% |
| Admin fee / account holder | $4,850 | $4,174+16.2% | $9,110-46.8% | $4,887-0.8% |