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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 | $55,149 | $56,484-2.4% | $169,452-67.5% | $64,173-14.1% |
| Participation rate | 94.4% | 64.5%+29.8pp | 77.8%+16.6pp | 69.6%+24.8pp |
| Annual return | -7.48% | -1.55%-5.9pp | 1.83%-9.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,864 | $1,832+1.7% | $4,157-55.1% | $2,381-21.7% |
| Participant deferral / active EE | $3,441 | $3,448-0.2% | $5,277-34.8% | $3,470-0.8% |
| Admin fee / account holder | $1,393 | $4,174-66.6% | $9,110-84.7% | $4,887-71.5% |