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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 | $22,776 | $77,817-70.7% | $123,553-81.6% | $64,173-64.5% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -2.77% | 12.49%-15.3pp | 119.21%-122.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $2,746 | $3,014-8.9% | $4,628-40.7% | $2,381+15.4% |
| Participant deferral / active EE | $5,671 | $5,240+8.2% | $6,426-11.8% | $3,470+63.4% |
| Admin fee / account holder | $2,201 | $5,519-60.1% | $9,284-76.3% | $4,887-55.0% |