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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 | $35,143 | $71,873-51.1% | $86,698-59.5% | $68,490-48.7% |
| Participation rate | 91.2% | 72.2%+19.0pp | 76.6%+14.6pp | 67.9%+23.3pp |
| Annual return | -1.99% | 3.54%-5.5pp | 35.96%-38.0pp | -7.85%+5.9pp |
| Employer contribution / active EE | $2,572 | $2,173+18.3% | $2,837-9.4% | $2,597-1.0% |
| Participant deferral / active EE | $4,648 | $3,779+23.0% | $4,656-0.2% | $4,028+15.4% |
| Admin fee / account holder | $988 | $6,110-83.8% | $7,492-86.8% | $5,403-81.7% |