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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 | $56,861 | $62,589-9.2% | $76,768-25.9% | $64,173-11.4% |
| Participation rate | 84.3% | 72.8%+11.5pp | 77.0%+7.3pp | 69.6%+14.7pp |
| Annual return | -7.13% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,311 | $1,832+80.7% | $2,485+33.2% | $2,381+39.0% |
| Participant deferral / active EE | $7,011 | $3,145+122.9% | $3,852+82.0% | $3,470+102.1% |
| Admin fee / account holder | $1,774 | $4,667-62.0% | $6,675-73.4% | $4,887-63.7% |