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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 | $43,627 | $50,947-14.4% | $74,551-41.5% | $64,173-32.0% |
| Participation rate | 79.5% | 61.1%+18.4pp | 69.1%+10.3pp | 69.6%+9.9pp |
| Annual return | -6.90% | -1.85%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,542 | $1,115+38.3% | $1,961-21.3% | $2,381-35.2% |
| Participant deferral / active EE | $4,400 | $2,302+91.2% | $3,108+41.6% | $3,470+26.8% |
| Admin fee / account holder | $671 | $4,221-84.1% | $5,059-86.7% | $4,887-86.3% |