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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 | $35,998 | $77,817-53.7% | $123,553-70.9% | $64,173-43.9% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -6.39% | 12.49%-18.9pp | 119.21%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,256 | $3,014+8.0% | $4,628-29.6% | $2,381+36.8% |
| Participant deferral / active EE | $4,769 | $5,240-9.0% | $6,426-25.8% | $3,470+37.5% |
| Admin fee / account holder | $2,838 | $5,519-48.6% | $9,284-69.4% | $4,887-41.9% |