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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 | $55,561 | $50,947+9.1% | $74,551-25.5% | $64,173-13.4% |
| Participation rate | 70.4% | 61.1%+9.4pp | 69.1%+1.3pp | 69.6%+0.9pp |
| Annual return | -3.29% | -1.85%-1.4pp | 32.53%-35.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,051 | $1,115-5.8% | $1,961-46.4% | $2,381-55.8% |
| Participant deferral / active EE | $2,554 | $2,302+10.9% | $3,108-17.8% | $3,470-26.4% |
| Admin fee / account holder | $360 | $4,221-91.5% | $5,059-92.9% | $4,887-92.6% |