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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 | $29,277 | $62,589-53.2% | $76,768-61.9% | $64,173-54.4% |
| Participation rate | 83.9% | 72.8%+11.1pp | 77.0%+6.9pp | 69.6%+14.3pp |
| Annual return | -5.76% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,963 | $1,832+7.1% | $2,485-21.0% | $2,381-17.6% |
| Participant deferral / active EE | $3,592 | $3,145+14.2% | $3,852-6.7% | $3,470+3.5% |
| Admin fee / account holder | $5,649 | $4,667+21.0% | $6,675-15.4% | $4,887+15.6% |