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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 | $33,760 | $77,816-56.6% | $123,552-72.7% | $64,173-47.4% |
| Participation rate | 93.8% | 74.7%+19.1pp | 82.3%+11.6pp | 69.6%+24.3pp |
| Annual return | -6.30% | 12.49%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,901 | $3,014-3.7% | $4,628-37.3% | $2,381+21.9% |
| Participant deferral / active EE | $7,242 | $5,240+38.2% | $6,426+12.7% | $3,470+108.7% |
| Admin fee / account holder | $9,541 | $5,519+72.9% | $9,285+2.8% | $4,887+95.2% |