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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 | $23,812 | $64,729-63.2% | $112,263-78.8% | $68,490-65.2% |
| Participation rate | 94.5% | 67.2%+27.4pp | 75.1%+19.5pp | 67.9%+26.6pp |
| Annual return | 3.66% | -11.40%+15.1pp | 27.49%-23.8pp | -7.85%+11.5pp |
| Employer contribution / active EE | $6,574 | $2,746+139.4% | $3,636+80.8% | $2,597+153.2% |
| Participant deferral / active EE | $1,510 | $3,566-57.6% | $4,729-68.1% | $4,028-62.5% |
| Admin fee / account holder | $4,241 | $5,222-18.8% | $6,410-33.8% | $5,403-21.5% |