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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 | $43,469 | $62,589-30.5% | $76,768-43.4% | $64,173-32.3% |
| Participation rate | 78.7% | 72.8%+5.8pp | 77.0%+1.7pp | 69.6%+9.1pp |
| Annual return | -5.90% | -1.95%-4.0pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,161 | $1,832-36.7% | $2,485-53.3% | $2,381-51.3% |
| Participant deferral / active EE | $2,123 | $3,145-32.5% | $3,852-44.9% | $3,470-38.8% |
| Admin fee / account holder | $3,324 | $4,667-28.8% | $6,675-50.2% | $4,887-32.0% |