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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 | $30,410 | $52,836-42.4% | $105,738-71.2% | $64,181-52.6% |
| Participation rate | 86.1% | 66.5%+19.6pp | 76.3%+9.8pp | 69.6%+16.5pp |
| Annual return | -7.36% | 14.30%-21.7pp | 6.27%-13.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,505 | $1,827+37.1% | $3,268-23.4% | $2,381+5.2% |
| Participant deferral / active EE | $4,209 | $2,545+65.3% | $4,080+3.2% | $3,470+21.3% |
| Admin fee / account holder | $602 | $3,959-84.8% | $6,913-91.3% | $4,887-87.7% |