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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 | $37,916 | $77,817-51.3% | $123,553-69.3% | $64,173-40.9% |
| Participation rate | 86.0% | 74.7%+11.3pp | 82.3%+3.8pp | 69.6%+16.5pp |
| Annual return | -8.10% | 12.49%-20.6pp | 119.21%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,597 | $3,014+19.3% | $4,628-22.3% | $2,381+51.1% |
| Participant deferral / active EE | $7,778 | $5,240+48.4% | $6,426+21.0% | $3,470+124.2% |
| Admin fee / account holder | $1,656 | $5,519-70.0% | $9,284-82.2% | $4,887-66.1% |