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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 | $38,390 | $62,583-38.7% | $76,767-50.0% | $64,173-40.2% |
| Participation rate | 82.4% | 72.8%+9.5pp | 77.0%+5.4pp | 69.6%+12.8pp |
| Annual return | -3.62% | -1.95%-1.7pp | 2.43%-6.0pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,403 | $1,832-23.4% | $2,485-43.5% | $2,381-41.1% |
| Participant deferral / active EE | $1,935 | $3,145-38.5% | $3,852-49.8% | $3,470-44.2% |
| Admin fee / account holder | $1,407 | $4,667-69.8% | $6,675-78.9% | $4,887-71.2% |