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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 | $41,510 | $62,589-33.7% | $76,768-45.9% | $64,173-35.3% |
| Participation rate | 78.3% | 72.8%+5.4pp | 77.0%+1.3pp | 69.6%+8.7pp |
| Annual return | -7.09% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,381 | $3,145+7.5% | $3,852-12.2% | $3,470-2.5% |
| Admin fee / account holder | $5,523 | $4,667+18.3% | $6,675-17.3% | $4,887+13.0% |