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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 | $53,113 | $77,816-31.7% | $123,549-57.0% | $64,181-17.2% |
| Participation rate | 90.0% | 74.7%+15.3pp | 82.3%+7.7pp | 69.6%+20.4pp |
| Annual return | -6.28% | 12.49%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,787 | $3,014-7.5% | $4,628-39.8% | $2,381+17.1% |
| Participant deferral / active EE | $13,704 | $5,240+161.5% | $6,426+113.3% | $3,470+295.0% |
| Admin fee / account holder | $5,435 | $5,519-1.5% | $9,284-41.5% | $4,887+11.2% |