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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 | $34,637 | $52,836-34.4% | $105,738-67.2% | $64,173-46.0% |
| Participation rate | 84.0% | 66.5%+17.5pp | 76.3%+7.7pp | 69.6%+14.4pp |
| Annual return | -4.36% | 14.30%-18.7pp | 6.27%-10.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,129 | $1,827-38.2% | $3,268-65.5% | $2,381-52.6% |
| Participant deferral / active EE | $1,582 | $2,545-37.8% | $4,080-61.2% | $3,470-54.4% |
| Admin fee / account holder | $2,624 | $3,959-33.7% | $6,913-62.0% | $4,887-46.3% |