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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 | $30,434 | $77,817-60.9% | $123,553-75.4% | $64,173-52.6% |
| Participation rate | 84.1% | 74.7%+9.3pp | 82.3%+1.8pp | 69.6%+14.5pp |
| Annual return | -4.00% | 12.49%-16.5pp | 119.21%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,055 | $3,014-31.8% | $4,628-55.6% | $2,381-13.7% |
| Participant deferral / active EE | $4,670 | $5,240-10.9% | $6,426-27.3% | $3,470+34.6% |
| Admin fee / account holder | $888 | $5,519-83.9% | $9,284-90.4% | $4,887-81.8% |