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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 | $34,771 | $49,280-29.4% | $67,313-48.3% | $64,173-45.8% |
| Participation rate | 89.7% | 60.8%+28.9pp | 69.1%+20.6pp | 69.6%+20.1pp |
| Annual return | -6.24% | -1.39%-4.8pp | -4.08%-2.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $10,112 | $1,668+506.1% | $2,566+294.1% | $2,381+324.7% |
| Participant deferral / active EE | $2,830 | $2,484+13.9% | $3,568-20.7% | $3,470-18.4% |
| Admin fee / account holder | $937 | $3,863-75.7% | $4,507-79.2% | $4,887-80.8% |