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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 | $19,722 | $43,338-54.5% | $59,887-67.1% | $64,173-69.3% |
| Participation rate | 81.3% | 69.2%+12.1pp | 74.7%+6.5pp | 69.6%+11.7pp |
| Annual return | -6.11% | -1.55%-4.6pp | 3.46%-9.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $670 | $2,030-67.0% | $2,722-75.4% | $2,381-71.9% |
| Participant deferral / active EE | $2,965 | $2,547+16.4% | $3,402-12.9% | $3,470-14.6% |
| Admin fee / account holder | $674 | $3,007-77.6% | $3,591-81.2% | $4,887-86.2% |