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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 | $42,302 | $77,817-45.6% | $123,553-65.8% | $64,173-34.1% |
| Participation rate | 81.5% | 74.7%+6.8pp | 82.3%-0.8pp | 69.6%+11.9pp |
| Annual return | -5.51% | 12.49%-18.0pp | 119.21%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,614 | $3,014-13.3% | $4,628-43.5% | $2,381+9.8% |
| Participant deferral / active EE | $7,385 | $5,240+40.9% | $6,426+14.9% | $3,470+112.8% |
| Admin fee / account holder | $3,141 | $5,519-43.1% | $9,284-66.2% | $4,887-35.7% |