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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 | $31,603 | $77,816-59.4% | $123,549-74.4% | $64,181-50.8% |
| Participation rate | 82.4% | 74.7%+7.6pp | 82.3%+0.1pp | 69.6%+12.8pp |
| Annual return | -5.55% | 12.49%-18.0pp | 119.20%-124.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,453 | $3,014+14.6% | $4,628-25.4% | $2,381+45.0% |
| Participant deferral / active EE | $5,970 | $5,240+13.9% | $6,426-7.1% | $3,470+72.1% |
| Admin fee / account holder | $909 | $5,519-83.5% | $9,284-90.2% | $4,887-81.4% |