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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 | $50,034 | $56,484-11.4% | $169,452-70.5% | $64,173-22.0% |
| Participation rate | 89.5% | 64.5%+24.9pp | 77.8%+11.7pp | 69.6%+19.9pp |
| Annual return | -7.04% | -1.55%-5.5pp | 1.83%-8.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,079 | $1,832+122.6% | $4,157-1.9% | $2,381+71.3% |
| Participant deferral / active EE | $2,908 | $3,448-15.6% | $5,277-44.9% | $3,470-16.2% |
| Admin fee / account holder | $409 | $4,174-90.2% | $9,110-95.5% | $4,887-91.6% |