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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 | $31,057 | $43,730-29.0% | $121,220-74.4% | $64,173-51.6% |
| Participation rate | 72.3% | 58.3%+14.0pp | 71.8%+0.6pp | 69.6%+2.8pp |
| Annual return | -5.82% | 68.94%-74.8pp | 16.94%-22.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $911 | $1,297-29.8% | $4,023-77.4% | $2,381-61.7% |
| Participant deferral / active EE | $2,546 | $2,281+11.6% | $3,345-23.9% | $3,470-26.6% |
| Admin fee / account holder | $3,563 | $3,502+1.7% | $5,021-29.0% | $4,887-27.1% |