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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 | $54,575 | $49,280+10.7% | $67,313-18.9% | $64,173-15.0% |
| Participation rate | 90.6% | 60.8%+29.8pp | 69.1%+21.5pp | 69.6%+21.1pp |
| Annual return | -6.60% | -1.39%-5.2pp | -4.08%-2.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $489 | $1,668-70.7% | $2,566-80.9% | $2,381-79.5% |
| Participant deferral / active EE | $4,450 | $2,484+79.1% | $3,568+24.7% | $3,470+28.3% |
| Admin fee / account holder | $1,729 | $3,863-55.2% | $4,507-61.6% | $4,887-64.6% |