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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 | $41,195 | $94,529-56.4% | $140,019-70.6% | $64,173-35.8% |
| Participation rate | 89.4% | 84.1%+5.3pp | 87.5%+1.9pp | 69.6%+19.8pp |
| Annual return | -3.20% | 7.77%-11.0pp | 651.17%-654.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $2,996 | $3,812-21.4% | $5,605-46.5% | $2,381+25.9% |
| Participant deferral / active EE | $3,048 | $5,250-41.9% | $6,927-56.0% | $3,470-12.2% |
| Admin fee / account holder | $6,839 | $6,741+1.5% | $10,705-36.1% | $4,887+39.9% |