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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 | $48,992 | $77,817-37.0% | $123,553-60.3% | $64,173-23.7% |
| Participation rate | 92.5% | 74.7%+17.8pp | 82.3%+10.2pp | 69.6%+22.9pp |
| Annual return | -5.79% | 12.49%-18.3pp | 119.21%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,248 | $3,014-58.6% | $4,628-73.0% | $2,381-47.6% |
| Participant deferral / active EE | $4,389 | $5,240-16.3% | $6,426-31.7% | $3,470+26.5% |
| Admin fee / account holder | $904 | $5,519-83.6% | $9,284-90.3% | $4,887-81.5% |