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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 | $31,770 | $77,817-59.2% | $123,553-74.3% | $64,173-50.5% |
| Participation rate | 84.4% | 74.7%+9.7pp | 82.3%+2.1pp | 69.6%+14.8pp |
| Annual return | -6.97% | 12.49%-19.5pp | 119.21%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,312 | $3,014-56.5% | $4,628-71.7% | $2,381-44.9% |
| Participant deferral / active EE | $5,638 | $5,240+7.6% | $6,426-12.3% | $3,470+62.5% |
| Admin fee / account holder | $1,421 | $5,519-74.3% | $9,284-84.7% | $4,887-70.9% |