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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 | $51,044 | $58,587-12.9% | $83,322-38.7% | $64,173-20.5% |
| Participation rate | 92.6% | 72.0%+20.6pp | 77.8%+14.8pp | 69.6%+23.0pp |
| Annual return | -6.67% | 9.65%-16.3pp | 10.64%-17.3pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,886 | $2,098-10.1% | $3,379-44.2% | $2,381-20.8% |
| Participant deferral / active EE | $4,698 | $4,654+0.9% | $5,565-15.6% | $3,470+35.4% |
| Admin fee / account holder | $502 | $9,279-94.6% | $7,540-93.3% | $4,887-89.7% |