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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 | $56,259 | $61,660-8.8% | $80,022-29.7% | $64,173-12.3% |
| Participation rate | 71.4% | 71.7%-0.3pp | 75.8%-4.4pp | 69.6%+1.9pp |
| Annual return | -7.50% | -0.33%-7.2pp | 11.22%-18.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $830 | $1,810-54.1% | $2,468-66.4% | $2,381-65.1% |
| Participant deferral / active EE | $1,904 | $2,968-35.8% | $3,686-48.3% | $3,470-45.1% |
| Admin fee / account holder | $2,337 | $5,417-56.9% | $6,521-64.2% | $4,887-52.2% |