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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 | $51,156 | $62,583-18.3% | $76,767-33.4% | $64,173-20.3% |
| Participation rate | 82.8% | 72.8%+9.9pp | 77.0%+5.8pp | 69.6%+13.2pp |
| Annual return | -6.80% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,172 | $1,832+18.5% | $2,485-12.6% | $2,381-8.8% |
| Participant deferral / active EE | $3,621 | $3,145+15.1% | $3,852-6.0% | $3,470+4.4% |
| Admin fee / account holder | $3,664 | $4,667-21.5% | $6,675-45.1% | $4,887-25.0% |