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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 | $31,961 | $77,816-58.9% | $123,552-74.1% | $64,173-50.2% |
| Participation rate | 90.7% | 74.7%+16.0pp | 82.3%+8.4pp | 69.6%+21.2pp |
| Annual return | -5.58% | 12.49%-18.1pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,101 | $3,014-30.3% | $4,628-54.6% | $2,381-11.8% |
| Participant deferral / active EE | $4,807 | $5,240-8.3% | $6,426-25.2% | $3,470+38.5% |
| Admin fee / account holder | $3,007 | $5,519-45.5% | $9,285-67.6% | $4,887-38.5% |