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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 | $55,625 | $50,947+9.2% | $74,551-25.4% | $64,173-13.3% |
| Participation rate | 80.8% | 61.1%+19.7pp | 69.1%+11.6pp | 69.6%+11.2pp |
| Annual return | -2.82% | -1.85%-1.0pp | 32.53%-35.4pp | 7.63%-10.5pp |
| Employer contribution / active EE | $3,210 | $1,115+187.7% | $1,961+63.7% | $2,381+34.8% |
| Participant deferral / active EE | $1,578 | $2,302-31.4% | $3,108-49.2% | $3,470-54.5% |
| Admin fee / account holder | $3,161 | $4,221-25.1% | $5,059-37.5% | $4,887-35.3% |