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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 | $51,312 | $62,589-18.0% | $76,768-33.2% | $64,173-20.0% |
| Participation rate | 93.3% | 72.8%+20.5pp | 77.0%+16.4pp | 69.6%+23.8pp |
| Annual return | -6.02% | -1.95%-4.1pp | 2.43%-8.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,463 | $1,832-20.2% | $2,485-41.1% | $2,381-38.6% |
| Participant deferral / active EE | $2,819 | $3,145-10.4% | $3,852-26.8% | $3,470-18.7% |
| Admin fee / account holder | $15,600 | $4,667+234.2% | $6,675+133.7% | $4,887+219.2% |