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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 | $33,424 | $77,816-57.0% | $123,552-72.9% | $64,173-47.9% |
| Participation rate | 88.1% | 74.7%+13.4pp | 82.3%+5.8pp | 69.6%+18.5pp |
| Annual return | -6.95% | 12.49%-19.4pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,849 | $3,014-5.5% | $4,628-38.4% | $2,381+19.7% |
| Participant deferral / active EE | $5,715 | $5,240+9.1% | $6,426-11.1% | $3,470+64.7% |
| Admin fee / account holder | $10,096 | $5,519+82.9% | $9,285+8.7% | $4,887+106.6% |