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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 | $35,565 | $77,816-54.3% | $123,552-71.2% | $64,173-44.6% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -6.15% | 12.49%-18.6pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,586 | $3,014-14.2% | $4,628-44.1% | $2,381+8.6% |
| Participant deferral / active EE | $5,316 | $5,240+1.4% | $6,426-17.3% | $3,470+53.2% |
| Admin fee / account holder | $356 | $5,519-93.5% | $9,285-96.2% | $4,887-92.7% |