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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 | $31,319 | $77,817-59.8% | $123,553-74.7% | $64,173-51.2% |
| Participation rate | 88.0% | 74.7%+13.3pp | 82.3%+5.7pp | 69.6%+18.4pp |
| Annual return | -5.84% | 12.49%-18.3pp | 119.21%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,666 | $3,014+21.6% | $4,628-20.8% | $2,381+54.0% |
| Participant deferral / active EE | $6,679 | $5,240+27.5% | $6,426+3.9% | $3,470+92.5% |
| Admin fee / account holder | $2,474 | $5,519-55.2% | $9,284-73.4% | $4,887-49.4% |