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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 | $49,044 | $62,583-21.6% | $76,767-36.1% | $64,173-23.6% |
| Participation rate | 86.7% | 72.8%+13.9pp | 77.0%+9.8pp | 69.6%+17.2pp |
| Annual return | -6.52% | -1.95%-4.6pp | 2.43%-8.9pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,186 | $1,832+19.3% | $2,485-12.0% | $2,381-8.2% |
| Participant deferral / active EE | $3,511 | $3,145+11.6% | $3,852-8.9% | $3,470+1.2% |
| Admin fee / account holder | $1,241 | $4,667-73.4% | $6,675-81.4% | $4,887-74.6% |