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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 | $38,740 | $49,280-21.4% | $67,313-42.4% | $64,173-39.6% |
| Participation rate | 90.5% | 60.8%+29.7pp | 69.1%+21.4pp | 69.6%+20.9pp |
| Annual return | -6.33% | -1.39%-4.9pp | -4.08%-2.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $933 | $1,668-44.1% | $2,566-63.6% | $2,381-60.8% |
| Participant deferral / active EE | $5,670 | $2,484+128.2% | $3,568+58.9% | $3,470+63.4% |
| Admin fee / account holder | $1,946 | $3,863-49.6% | $4,507-56.8% | $4,887-60.2% |