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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 | $27,281 | $71,878-62.0% | $86,698-68.5% | $68,486-60.2% |
| Participation rate | 93.5% | 72.2%+21.3pp | 76.6%+17.0pp | 67.9%+25.7pp |
| Annual return | -14.34% | 3.53%-17.9pp | 35.95%-50.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $3,253 | $2,173+49.7% | $2,837+14.7% | $2,597+25.3% |
| Participant deferral / active EE | $6,978 | $3,779+84.6% | $4,656+49.9% | $4,028+73.3% |
| Admin fee / account holder | $1,297 | $6,113-78.8% | $7,493-82.7% | $5,404-76.0% |