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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 | $47,445 | $53,596-11.5% | $90,657-47.7% | $64,173-26.1% |
| Participation rate | 92.1% | 64.5%+27.6pp | 74.0%+18.1pp | 69.6%+22.5pp |
| Annual return | -4.66% | 4.41%-9.1pp | 1.89%-6.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $736 | $1,503-51.0% | $2,532-70.9% | $2,381-69.1% |
| Participant deferral / active EE | $2,299 | $2,459-6.5% | $3,424-32.9% | $3,470-33.8% |
| Admin fee / account holder | $1,144 | $3,868-70.4% | $4,994-77.1% | $4,887-76.6% |