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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 | $36,051 | $61,660-41.5% | $80,022-54.9% | $64,173-43.8% |
| Participation rate | 92.0% | 71.7%+20.3pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | -3.87% | -0.33%-3.5pp | 11.22%-15.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,663 | $1,810-8.2% | $2,468-32.6% | $2,381-30.2% |
| Participant deferral / active EE | $3,554 | $2,968+19.8% | $3,686-3.6% | $3,470+2.4% |
| Admin fee / account holder | $13,993 | $5,417+158.3% | $6,521+114.6% | $4,887+186.3% |