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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 | $24,658 | $62,589-60.6% | $76,768-67.9% | $64,173-61.6% |
| Participation rate | 83.7% | 72.8%+10.9pp | 77.0%+6.8pp | 69.6%+14.2pp |
| Annual return | -3.14% | -1.95%-1.2pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,358 | $1,832-25.9% | $2,485-45.4% | $2,381-43.0% |
| Participant deferral / active EE | $1,672 | $3,145-46.8% | $3,852-56.6% | $3,470-51.8% |
| Admin fee / account holder | $2,855 | $4,667-38.8% | $6,675-57.2% | $4,887-41.6% |