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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 | $32,883 | $69,977-53.0% | $108,582-69.7% | $62,881-47.7% |
| Participation rate | 85.7% | 72.9%+12.8pp | 79.6%+6.1pp | 69.3%+16.4pp |
| Annual return | 5.97% | 10.73%-4.8pp | -51.70%+57.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,664 | $2,135-22.1% | $3,758-55.7% | $2,281-27.1% |
| Participant deferral / active EE | $3,002 | $3,165-5.1% | $4,311-30.4% | $3,203-6.3% |
| Admin fee / account holder | $687 | $5,076-86.5% | $7,645-91.0% | $4,296-84.0% |