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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 | $38,884 | $72,404-46.3% | $110,241-64.7% | $64,181-39.4% |
| Participation rate | 80.9% | 73.3%+7.5pp | 79.8%+1.0pp | 69.6%+11.3pp |
| Annual return | -7.19% | -6.29%-0.9pp | 314.75%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $4,663 | $2,282+104.4% | $3,827+21.9% | $2,381+95.9% |
| Participant deferral / active EE | $3,459 | $3,469-0.3% | $4,672-26.0% | $3,470-0.3% |
| Admin fee / account holder | $9,297 | $5,664+64.1% | $8,548+8.8% | $4,887+90.2% |