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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 | $46,091 | $54,162-14.9% | $68,612-32.8% | $64,173-28.2% |
| Participation rate | 86.6% | 68.1%+18.5pp | 72.2%+14.3pp | 69.6%+17.0pp |
| Annual return | -6.90% | -1.62%-5.3pp | -4.63%-2.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,893 | $1,846+110.9% | $2,625+48.3% | $2,381+63.5% |
| Participant deferral / active EE | $2,799 | $2,626+6.6% | $3,311-15.5% | $3,470-19.3% |
| Admin fee / account holder | $4,636 | $4,029+15.1% | $5,131-9.6% | $4,887-5.1% |