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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 | $54,314 | $49,280+10.2% | $67,313-19.3% | $64,173-15.4% |
| Participation rate | 76.7% | 60.8%+15.9pp | 69.1%+7.6pp | 69.6%+7.1pp |
| Annual return | -5.14% | -1.39%-3.8pp | -4.08%-1.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,237 | $1,668-25.8% | $2,566-51.8% | $2,381-48.0% |
| Participant deferral / active EE | $3,074 | $2,484+23.7% | $3,568-13.8% | $3,470-11.4% |
| Admin fee / account holder | $3,225 | $3,863-16.5% | $4,507-28.4% | $4,887-34.0% |