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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 | $48,052 | $42,383+13.4% | $76,518-37.2% | $64,173-25.1% |
| Participation rate | 98.1% | 58.1%+40.0pp | 68.0%+30.1pp | 69.6%+28.6pp |
| Annual return | -4.32% | -16.54%+12.2pp | -0.27%-4.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,408 | $1,563+54.0% | $2,647-9.1% | $2,381+1.1% |
| Participant deferral / active EE | $3,222 | $2,566+25.6% | $3,836-16.0% | $3,470-7.1% |
| Admin fee / account holder | $9,261 | $3,198+189.6% | $4,849+91.0% | $4,887+89.5% |