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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 | $37,681 | $72,388-47.9% | $111,392-66.2% | $64,173-41.3% |
| Participation rate | 84.0% | 70.5%+13.5pp | 78.9%+5.1pp | 69.6%+14.4pp |
| Annual return | -4.84% | -1.50%-3.3pp | -2.06%-2.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,655 | $3,000-11.5% | $4,328-38.6% | $2,381+11.5% |
| Participant deferral / active EE | $6,159 | $4,241+45.2% | $5,567+10.6% | $3,470+77.5% |
| Admin fee / account holder | $10,191 | $5,719+78.2% | $12,266-16.9% | $4,887+108.5% |