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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 | $35,738 | $58,600-39.0% | $83,327-57.1% | $64,173-44.3% |
| Participation rate | 86.6% | 72.0%+14.5pp | 77.8%+8.8pp | 69.6%+17.0pp |
| Annual return | -7.68% | 9.66%-17.3pp | 10.64%-18.3pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,866 | $2,098+36.6% | $3,379-15.2% | $2,381+20.4% |
| Participant deferral / active EE | $5,914 | $4,656+27.0% | $5,565+6.3% | $3,470+70.4% |
| Admin fee / account holder | $1,053 | $9,282-88.7% | $7,540-86.0% | $4,887-78.5% |