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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 | $38,159 | $50,947-25.1% | $74,551-48.8% | $64,173-40.5% |
| Participation rate | 90.6% | 61.1%+29.5pp | 69.1%+21.4pp | 69.6%+21.0pp |
| Annual return | -7.12% | -1.85%-5.3pp | 32.53%-39.7pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,118 | $1,115+89.9% | $1,961+8.0% | $2,381-11.0% |
| Participant deferral / active EE | $2,174 | $2,302-5.5% | $3,108-30.1% | $3,470-37.3% |
| Admin fee / account holder | $1,194 | $4,221-71.7% | $5,059-76.4% | $4,887-75.6% |