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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 | $31,507 | $62,589-49.7% | $76,768-59.0% | $64,173-50.9% |
| Participation rate | 90.3% | 72.8%+17.5pp | 77.0%+13.4pp | 69.6%+20.8pp |
| Annual return | -4.70% | -1.95%-2.8pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,094 | $1,832+68.9% | $2,485+24.5% | $2,381+30.0% |
| Participant deferral / active EE | $6,584 | $3,145+109.4% | $3,852+70.9% | $3,470+89.8% |
| Admin fee / account holder | $3,047 | $4,667-34.7% | $6,675-54.4% | $4,887-37.7% |