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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 | $37,661 | $77,817-51.6% | $123,553-69.5% | $64,173-41.3% |
| Participation rate | 85.1% | 74.7%+10.4pp | 82.3%+2.8pp | 69.6%+15.5pp |
| Annual return | -1.03% | 12.49%-13.5pp | 119.21%-120.2pp | 7.63%-8.7pp |
| Employer contribution / active EE | $2,432 | $3,014-19.3% | $4,628-47.4% | $2,381+2.2% |
| Participant deferral / active EE | $6,089 | $5,240+16.2% | $6,426-5.2% | $3,470+75.5% |
| Admin fee / account holder | $1,589 | $5,519-71.2% | $9,284-82.9% | $4,887-67.5% |