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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 | $41,378 | $71,480-42.1% | $90,782-54.4% | $64,173-35.5% |
| Participation rate | 89.2% | 77.6%+11.6pp | 82.7%+6.5pp | 69.6%+19.6pp |
| Annual return | -2.43% | -4.25%+1.8pp | -3.42%+1.0pp | 7.63%-10.1pp |
| Employer contribution / active EE | $4,596 | $3,415+34.6% | $4,105+12.0% | $2,381+93.0% |
| Participant deferral / active EE | $6,818 | $4,302+58.5% | $5,366+27.1% | $3,470+96.5% |
| Admin fee / account holder | $25,468 | $6,309+303.7% | $5,908+331.1% | $4,887+421.1% |