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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 | $56,126 | $110,083-49.0% | $151,645-63.0% | $68,490-18.1% |
| Participation rate | 96.0% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.1pp |
| Annual return | -13.96% | -10.12%-3.8pp | 3.34%-17.3pp | -7.85%-6.1pp |
| Employer contribution / active EE | $2,435 | $4,470-45.5% | $6,165-60.5% | $2,597-6.2% |
| Participant deferral / active EE | $4,746 | $6,526-27.3% | $8,363-43.2% | $4,028+17.8% |
| Admin fee / account holder | $1,305 | $7,718-83.1% | $11,614-88.8% | $5,403-75.8% |