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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 | $53,409 | $54,162-1.4% | $68,612-22.2% | $64,173-16.8% |
| Participation rate | 75.9% | 68.1%+7.8pp | 72.2%+3.6pp | 69.6%+6.3pp |
| Annual return | -7.51% | -1.62%-5.9pp | -4.63%-2.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $4,631 | $1,846+150.9% | $2,625+76.4% | $2,381+94.5% |
| Participant deferral / active EE | $2,331 | $2,626-11.2% | $3,311-29.6% | $3,470-32.8% |
| Admin fee / account holder | $349 | $4,029-91.3% | $5,131-93.2% | $4,887-92.9% |