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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 | $43,194 | $42,917+0.6% | $60,899-29.1% | $68,495-36.9% |
| Participation rate | 93.9% | 66.8%+27.2pp | 73.1%+20.8pp | 67.9%+26.0pp |
| Annual return | -6.75% | -13.99%+7.2pp | 16.92%-23.7pp | -7.84%+1.1pp |
| Employer contribution / active EE | $2,482 | $1,979+25.4% | $2,702-8.2% | $2,596-4.4% |
| Participant deferral / active EE | $5,316 | $2,867+85.4% | $3,817+39.3% | $4,028+32.0% |
| Admin fee / account holder | $5,044 | $3,102+62.6% | $3,225+56.4% | $5,403-6.6% |