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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 | $35,331 | $77,817-54.6% | $123,553-71.4% | $64,173-44.9% |
| Participation rate | 89.1% | 74.7%+14.4pp | 82.3%+6.8pp | 69.6%+19.6pp |
| Annual return | -5.33% | 12.49%-17.8pp | 119.21%-124.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,007 | $3,014-0.2% | $4,628-35.0% | $2,381+26.3% |
| Participant deferral / active EE | $5,383 | $5,240+2.7% | $6,426-16.2% | $3,470+55.2% |
| Admin fee / account holder | $4,554 | $5,519-17.5% | $9,284-51.0% | $4,887-6.8% |