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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 | $42,871 | $42,383+1.2% | $76,523-44.0% | $64,181-33.2% |
| Participation rate | 89.1% | 58.1%+30.9pp | 68.0%+21.1pp | 69.6%+19.5pp |
| Annual return | -4.56% | -16.54%+12.0pp | -0.27%-4.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,485 | $1,563-5.0% | $2,647-43.9% | $2,381-37.6% |
| Participant deferral / active EE | $3,473 | $2,566+35.3% | $3,835-9.5% | $3,470+0.1% |
| Admin fee / account holder | $1,219 | $3,198-61.9% | $4,848-74.9% | $4,887-75.1% |