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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 | $21,361 | $56,484-62.2% | $169,452-87.4% | $64,173-66.7% |
| Participation rate | 84.6% | 64.5%+20.1pp | 77.8%+6.8pp | 69.6%+15.0pp |
| Annual return | -7.66% | -1.55%-6.1pp | 1.83%-9.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,409 | $1,832-23.1% | $4,157-66.1% | $2,381-40.8% |
| Participant deferral / active EE | $4,613 | $3,448+33.8% | $5,277-12.6% | $3,470+33.0% |
| Admin fee / account holder | $2,547 | $4,174-39.0% | $9,110-72.0% | $4,887-47.9% |