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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 | $48,678 | $77,816-37.4% | $123,552-60.6% | $64,173-24.1% |
| Participation rate | 81.6% | 74.7%+6.9pp | 82.3%-0.7pp | 69.6%+12.0pp |
| Annual return | -7.47% | 12.49%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,539 | $3,014-49.0% | $4,628-66.8% | $2,381-35.4% |
| Participant deferral / active EE | $7,143 | $5,240+36.3% | $6,426+11.2% | $3,470+105.9% |
| Admin fee / account holder | $1,894 | $5,519-65.7% | $9,285-79.6% | $4,887-61.3% |