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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 | $31,311 | $77,816-59.8% | $123,552-74.7% | $64,173-51.2% |
| Participation rate | 88.3% | 74.7%+13.6pp | 82.3%+6.0pp | 69.6%+18.7pp |
| Annual return | -5.32% | 12.49%-17.8pp | 119.20%-124.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $788 | $3,014-73.9% | $4,628-83.0% | $2,381-66.9% |
| Participant deferral / active EE | $2,269 | $5,240-56.7% | $6,426-64.7% | $3,470-34.6% |
| Admin fee / account holder | $2,163 | $5,519-60.8% | $9,285-76.7% | $4,887-55.7% |