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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 | $55,790 | $50,464+10.6% | $75,784-26.4% | $52,331+6.6% |
| Participation rate | 80.9% | 66.8%+14.1pp | 75.8%+5.0pp | 68.1%+12.8pp |
| Annual return | -1.48% | 1.03%-2.5pp | 9.68%-11.2pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,777 | $1,988-10.7% | $3,323-46.5% | $1,882-5.6% |
| Participant deferral / active EE | $2,589 | $2,570+0.7% | $3,652-29.1% | $3,022-14.3% |
| Admin fee / account holder | $8,566 | $1,103+676.7% | $5,300+61.6% | $592+1347.9% |