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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 | $23,054 | $49,280-53.2% | $67,313-65.8% | $64,173-64.1% |
| Participation rate | 89.5% | 60.8%+28.7pp | 69.1%+20.4pp | 69.6%+19.9pp |
| Annual return | -5.34% | -1.39%-3.9pp | -4.08%-1.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,630 | $1,668+57.6% | $2,566+2.5% | $2,381+10.5% |
| Participant deferral / active EE | $3,368 | $2,484+35.6% | $3,568-5.6% | $3,470-2.9% |
| Admin fee / account holder | $5,485 | $3,863+42.0% | $4,507+21.7% | $4,887+12.2% |