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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 | $28,388 | $77,817-63.5% | $123,553-77.0% | $64,173-55.8% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -6.66% | 12.49%-19.1pp | 119.21%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,940 | $3,014+30.7% | $4,628-14.9% | $2,381+65.5% |
| Participant deferral / active EE | $6,287 | $5,240+20.0% | $6,426-2.2% | $3,470+81.2% |
| Admin fee / account holder | $4,282 | $5,519-22.4% | $9,284-53.9% | $4,887-12.4% |