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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 | $29,301 | $97,881-70.1% | $80,004-63.4% | $125,389-76.6% |
| Participation rate | 93.3% | 77.9%+15.5pp | 73.0%+20.3pp | 83.2%+10.1pp |
| Annual return | -0.84% | 9.36%-10.2pp | 7.63%-8.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $3,053 | $3,128-2.4% | $2,473+23.5% | $4,866-37.3% |
| Participant deferral / active EE | $6,703 | $3,744+79.0% | $3,204+109.2% | $5,352+25.2% |
| Admin fee / account holder | $6,829 | $6,278+8.8% | $5,033+35.7% | $9,541-28.4% |