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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 | $47,107 | $64,719-27.2% | $112,249-58.0% | $68,486-31.2% |
| Participation rate | 92.9% | 67.2%+25.7pp | 75.1%+17.8pp | 67.9%+25.0pp |
| Annual return | -15.60% | -11.40%-4.2pp | 27.48%-43.1pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,739 | $2,747-36.7% | $3,636-52.2% | $2,597-33.0% |
| Participant deferral / active EE | $4,321 | $3,565+21.2% | $4,729-8.6% | $4,028+7.3% |
| Admin fee / account holder | $687 | $5,232-86.9% | $6,412-89.3% | $5,404-87.3% |