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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 | $48,091 | $56,484-14.9% | $169,452-71.6% | $64,173-25.1% |
| Participation rate | 75.6% | 64.5%+11.1pp | 77.8%-2.2pp | 69.6%+6.0pp |
| Annual return | -5.09% | -1.55%-3.5pp | 1.83%-6.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $889 | $1,832-51.5% | $4,157-78.6% | $2,381-62.7% |
| Participant deferral / active EE | $3,119 | $3,448-9.5% | $5,277-40.9% | $3,470-10.1% |
| Admin fee / account holder | $9,240 | $4,174+121.4% | $9,110+1.4% | $4,887+89.1% |