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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 | $63,590 | $77,817-18.3% | $123,553-48.5% | $64,173-0.9% |
| Participation rate | 81.5% | 74.7%+6.8pp | 82.3%-0.8pp | 69.6%+11.9pp |
| Annual return | -3.67% | 12.49%-16.2pp | 119.21%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,624 | $3,014-46.1% | $4,628-64.9% | $2,381-31.8% |
| Participant deferral / active EE | $3,534 | $5,240-32.6% | $6,426-45.0% | $3,470+1.9% |
| Admin fee / account holder | $764 | $5,519-86.2% | $9,284-91.8% | $4,887-84.4% |