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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 | $35,898 | $59,813-40.0% | $79,580-54.9% | $68,486-47.6% |
| Participation rate | 91.9% | 61.1%+30.9pp | 69.5%+22.4pp | 67.9%+24.0pp |
| Annual return | 3.01% | -12.30%+15.3pp | 0.15%+2.9pp | -7.85%+10.9pp |
| Employer contribution / active EE | $2,096 | $1,505+39.3% | $2,413-13.1% | $2,597-19.3% |
| Participant deferral / active EE | $2,119 | $3,024-29.9% | $3,985-46.8% | $4,028-47.4% |
| Admin fee / account holder | $3,797 | $4,835-21.5% | $6,835-44.4% | $5,404-29.7% |