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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 | $47,225 | $56,484-16.4% | $169,452-72.1% | $64,181-26.4% |
| Participation rate | 91.4% | 64.5%+26.8pp | 77.8%+13.6pp | 69.6%+21.8pp |
| Annual return | -5.02% | -1.55%-3.5pp | 1.83%-6.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $5,404 | $1,832+194.9% | $4,157+30.0% | $2,381+127.0% |
| Participant deferral / active EE | $2,257 | $3,448-34.6% | $5,277-57.2% | $3,470-35.0% |
| Admin fee / account holder | $5,646 | $4,174+35.3% | $9,110-38.0% | $4,887+15.5% |