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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 | $42,910 | $62,583-31.4% | $76,767-44.1% | $64,173-33.1% |
| Participation rate | 87.2% | 72.8%+14.4pp | 77.0%+10.2pp | 69.6%+17.6pp |
| Annual return | -6.16% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,959 | $1,832+116.1% | $2,485+59.3% | $2,381+66.3% |
| Participant deferral / active EE | $1,962 | $3,145-37.6% | $3,852-49.1% | $3,470-43.4% |
| Admin fee / account holder | $7,081 | $4,667+51.7% | $6,675+6.1% | $4,887+44.9% |