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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 | $30,199 | $77,817-61.2% | $123,553-75.6% | $64,173-52.9% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -5.89% | 12.49%-18.4pp | 119.21%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,185 | $3,014+5.7% | $4,628-31.2% | $2,381+33.8% |
| Participant deferral / active EE | $2,626 | $5,240-49.9% | $6,426-59.1% | $3,470-24.3% |
| Admin fee / account holder | $854 | $5,519-84.5% | $9,284-90.8% | $4,887-82.5% |