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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 | $14,644 | $43,344-66.2% | $59,899-75.6% | $64,173-77.2% |
| Participation rate | 83.3% | 69.2%+14.2pp | 74.7%+8.6pp | 69.6%+13.8pp |
| Annual return | -4.41% | -1.55%-2.9pp | 3.46%-7.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $973 | $2,030-52.1% | $2,723-64.3% | $2,381-59.1% |
| Participant deferral / active EE | $876 | $2,547-65.6% | $3,402-74.3% | $3,470-74.8% |
| Admin fee / account holder | $2,888 | $3,008-4.0% | $3,592-19.6% | $4,887-40.9% |