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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 | $36,635 | $71,873-49.0% | $86,698-57.7% | $68,490-46.5% |
| Participation rate | 75.8% | 72.2%+3.5pp | 76.6%-0.8pp | 67.9%+7.9pp |
| Annual return | -18.32% | 3.54%-21.9pp | 35.96%-54.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $3,680 | $2,173+69.3% | $2,837+29.7% | $2,597+41.7% |
| Participant deferral / active EE | $6,766 | $3,779+79.0% | $4,656+45.3% | $4,028+68.0% |
| Admin fee / account holder | $6,749 | $6,110+10.4% | $7,492-9.9% | $5,403+24.9% |