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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 | $56,744 | $71,480-20.6% | $90,782-37.5% | $64,181-11.6% |
| Participation rate | 93.8% | 77.6%+16.2pp | 82.7%+11.1pp | 69.6%+24.2pp |
| Annual return | -4.05% | -4.25%+0.2pp | -3.42%-0.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,453 | $3,415+1.1% | $4,105-15.9% | $2,381+45.0% |
| Participant deferral / active EE | $6,431 | $4,302+49.5% | $5,366+19.8% | $3,470+85.3% |
| Admin fee / account holder | $706 | $6,309-88.8% | $5,908-88.0% | $4,887-85.5% |