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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 | $30,002 | $61,660-51.3% | $80,022-62.5% | $64,173-53.2% |
| Participation rate | 90.6% | 71.7%+18.9pp | 75.8%+14.8pp | 69.6%+21.1pp |
| Annual return | -6.41% | -0.33%-6.1pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,903 | $1,810+5.1% | $2,468-22.9% | $2,381-20.1% |
| Participant deferral / active EE | $3,298 | $2,968+11.1% | $3,686-10.5% | $3,470-5.0% |
| Admin fee / account holder | $11,149 | $5,417+105.8% | $6,521+71.0% | $4,887+128.1% |