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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 | $35,528 | $52,836-32.8% | $105,736-66.4% | $64,173-44.6% |
| Participation rate | 95.1% | 66.5%+28.6pp | 76.3%+18.8pp | 69.6%+25.6pp |
| Annual return | -6.43% | 14.30%-20.7pp | 6.27%-12.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,008 | $1,827+64.6% | $3,268-8.0% | $2,381+26.3% |
| Participant deferral / active EE | $3,814 | $2,545+49.8% | $4,080-6.5% | $3,470+9.9% |
| Admin fee / account holder | $2,445 | $3,959-38.2% | $6,913-64.6% | $4,887-50.0% |