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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 | $37,619 | $61,660-39.0% | $80,022-53.0% | $64,181-41.4% |
| Participation rate | 94.9% | 71.7%+23.2pp | 75.8%+19.1pp | 69.6%+25.3pp |
| Annual return | -7.03% | -0.33%-6.7pp | 11.22%-18.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,663 | $1,810-8.1% | $2,468-32.6% | $2,381-30.1% |
| Participant deferral / active EE | $3,069 | $2,968+3.4% | $3,686-16.7% | $3,470-11.6% |
| Admin fee / account holder | $4,464 | $5,417-17.6% | $6,521-31.5% | $4,887-8.7% |