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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 | $25,770 | $77,817-66.9% | $123,553-79.1% | $64,173-59.8% |
| Participation rate | 86.0% | 74.7%+11.3pp | 82.3%+3.7pp | 69.6%+16.4pp |
| Annual return | -7.06% | 12.49%-19.6pp | 119.21%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,590 | $3,014-47.2% | $4,628-65.6% | $2,381-33.2% |
| Participant deferral / active EE | $7,193 | $5,240+37.3% | $6,426+11.9% | $3,470+107.3% |
| Admin fee / account holder | $3,514 | $5,519-36.3% | $9,284-62.1% | $4,887-28.1% |