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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 | $34,070 | $71,873-52.6% | $86,698-60.7% | $68,490-50.3% |
| Participation rate | 96.4% | 72.2%+24.2pp | 76.6%+19.8pp | 67.9%+28.5pp |
| Annual return | -17.81% | 3.54%-21.3pp | 35.96%-53.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,785 | $2,173+28.1% | $2,837-1.8% | $2,597+7.3% |
| Participant deferral / active EE | $5,754 | $3,779+52.3% | $4,656+23.6% | $4,028+42.9% |
| Admin fee / account holder | $874 | $6,110-85.7% | $7,492-88.3% | $5,403-83.8% |