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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 | $46,995 | $61,660-23.8% | $80,022-41.3% | $64,173-26.8% |
| Participation rate | 97.1% | 71.7%+25.4pp | 75.8%+21.2pp | 69.6%+27.5pp |
| Annual return | -6.81% | -0.33%-6.5pp | 11.22%-18.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $6,094 | $1,810+236.6% | $2,468+146.9% | $2,381+156.0% |
| Participant deferral / active EE | $2,931 | $2,968-1.2% | $3,686-20.5% | $3,470-15.5% |
| Admin fee / account holder | $1,442 | $5,417-73.4% | $6,521-77.9% | $4,887-70.5% |