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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 | $54,418 | $56,484-3.7% | $169,452-67.9% | $64,173-15.2% |
| Participation rate | 90.3% | 64.5%+25.8pp | 77.8%+12.5pp | 69.6%+20.8pp |
| Annual return | -4.83% | -1.55%-3.3pp | 1.83%-6.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $699 | $1,832-61.8% | $4,157-83.2% | $2,381-70.6% |
| Participant deferral / active EE | $5,614 | $3,448+62.8% | $5,277+6.4% | $3,470+61.8% |
| Admin fee / account holder | $21,336 | $4,174+411.2% | $9,110+134.2% | $4,887+336.6% |