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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 | $28,535 | $58,600-51.3% | $83,327-65.8% | $64,173-55.5% |
| Participation rate | 81.3% | 72.0%+9.2pp | 77.8%+3.5pp | 69.6%+11.7pp |
| Annual return | -3.37% | 9.66%-13.0pp | 10.64%-14.0pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,867 | $2,098-11.0% | $3,379-44.7% | $2,381-21.6% |
| Participant deferral / active EE | $6,211 | $4,656+33.4% | $5,565+11.6% | $3,470+79.0% |
| Admin fee / account holder | $5,753 | $9,282-38.0% | $7,540-23.7% | $4,887+17.7% |