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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 | $35,704 | $69,977-49.0% | $108,582-67.1% | $62,881-43.2% |
| Participation rate | 93.6% | 72.9%+20.7pp | 79.6%+14.0pp | 69.3%+24.3pp |
| Annual return | 5.09% | 10.73%-5.6pp | -51.70%+56.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $910 | $2,135-57.4% | $3,758-75.8% | $2,281-60.1% |
| Participant deferral / active EE | $2,183 | $3,165-31.0% | $4,311-49.4% | $3,203-31.8% |
| Admin fee / account holder | $6,193 | $5,076+22.0% | $7,645-19.0% | $4,296+44.2% |