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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 | $39,547 | $43,344-8.8% | $59,899-34.0% | $64,173-38.4% |
| Participation rate | 94.3% | 69.2%+25.2pp | 74.7%+19.6pp | 69.6%+24.8pp |
| Annual return | -6.90% | -1.55%-5.3pp | 3.46%-10.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $4,598 | $2,030+126.5% | $2,723+68.9% | $2,381+93.1% |
| Participant deferral / active EE | $3,067 | $2,547+20.4% | $3,402-9.9% | $3,470-11.6% |
| Admin fee / account holder | $428 | $3,008-85.8% | $3,592-88.1% | $4,887-91.2% |