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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 | $39,434 | $62,589-37.0% | $76,768-48.6% | $64,173-38.6% |
| Participation rate | 78.9% | 72.8%+6.1pp | 77.0%+1.9pp | 69.6%+9.3pp |
| Annual return | -6.02% | -1.95%-4.1pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $902 | $1,832-50.7% | $2,485-63.7% | $2,381-62.1% |
| Participant deferral / active EE | $2,799 | $3,145-11.0% | $3,852-27.3% | $3,470-19.3% |
| Admin fee / account holder | $2,962 | $4,667-36.5% | $6,675-55.6% | $4,887-39.4% |