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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 | $36,310 | $62,583-42.0% | $76,767-52.7% | $64,173-43.4% |
| Participation rate | 79.8% | 72.8%+6.9pp | 77.0%+2.8pp | 69.6%+10.2pp |
| Annual return | -5.37% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,197 | $1,832+74.5% | $2,485+28.6% | $2,381+34.3% |
| Participant deferral / active EE | $2,231 | $3,145-29.1% | $3,852-42.1% | $3,470-35.7% |
| Admin fee / account holder | $1,952 | $4,667-58.2% | $6,675-70.8% | $4,887-60.1% |