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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 | $39,018 | $54,162-28.0% | $68,612-43.1% | $64,173-39.2% |
| Participation rate | 90.3% | 68.1%+22.3pp | 72.2%+18.1pp | 69.6%+20.8pp |
| Annual return | -4.55% | -1.62%-2.9pp | -4.63%+0.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,218 | $1,846+20.1% | $2,625-15.5% | $2,381-6.8% |
| Participant deferral / active EE | $4,031 | $2,626+53.5% | $3,311+21.7% | $3,470+16.2% |
| Admin fee / account holder | $9,113 | $4,029+126.2% | $5,131+77.6% | $4,887+86.5% |