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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 | $31,323 | $62,586-50.0% | $76,766-59.2% | $64,181-51.2% |
| Participation rate | 90.6% | 72.8%+17.8pp | 77.0%+13.7pp | 69.6%+21.1pp |
| Annual return | -6.86% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,590 | $1,832-13.2% | $2,485-36.0% | $2,381-33.2% |
| Participant deferral / active EE | $3,433 | $3,145+9.2% | $3,851-10.9% | $3,470-1.0% |
| Admin fee / account holder | $891 | $4,667-80.9% | $6,675-86.7% | $4,887-81.8% |