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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 | $31,320 | $97,881-68.0% | $80,004-60.9% | $125,393-75.0% |
| Participation rate | 88.2% | 77.9%+10.4pp | 73.0%+15.2pp | 83.2%+5.0pp |
| Annual return | -0.89% | 9.36%-10.2pp | 7.63%-8.5pp | 282.23%-283.1pp |
| Employer contribution / active EE | $2,941 | $3,128-6.0% | $2,473+19.0% | $4,866-39.6% |
| Participant deferral / active EE | $2,039 | $3,744-45.5% | $3,204-36.3% | $5,351-61.9% |
| Admin fee / account holder | $360 | $6,278-94.3% | $5,033-92.8% | $9,541-96.2% |