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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 | $41,823 | $59,834-30.1% | $79,576-47.4% | $68,495-38.9% |
| Participation rate | 86.0% | 61.1%+24.9pp | 69.5%+16.5pp | 67.9%+18.1pp |
| Annual return | 2.89% | -12.30%+15.2pp | 0.15%+2.7pp | -7.84%+10.7pp |
| Employer contribution / active EE | $2,845 | $1,505+89.0% | $2,413+17.9% | $2,596+9.6% |
| Participant deferral / active EE | $5,207 | $3,024+72.2% | $3,985+30.7% | $4,028+29.3% |
| Admin fee / account holder | $2,695 | $4,835-44.3% | $6,834-60.6% | $5,403-50.1% |