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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 | $44,032 | $42,910+2.6% | $60,919-27.7% | $68,490-35.7% |
| Participation rate | 98.2% | 66.8%+31.5pp | 73.1%+25.1pp | 67.9%+30.3pp |
| Annual return | 5.64% | -13.99%+19.6pp | 16.96%-11.3pp | -7.85%+13.5pp |
| Employer contribution / active EE | $1,813 | $1,978-8.3% | $2,704-32.9% | $2,597-30.2% |
| Participant deferral / active EE | $4,865 | $2,866+69.8% | $3,814+27.6% | $4,028+20.8% |
| Admin fee / account holder | $3,877 | $3,104+24.9% | $3,228+20.1% | $5,403-28.2% |