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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 | $23,188 | $50,958-54.5% | $74,552-68.9% | $64,181-63.9% |
| Participation rate | 75.8% | 61.1%+14.7pp | 69.1%+6.6pp | 69.6%+6.2pp |
| Annual return | -5.78% | -1.86%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $582 | $1,115-47.8% | $1,961-70.3% | $2,381-75.5% |
| Participant deferral / active EE | $1,839 | $2,301-20.1% | $3,108-40.8% | $3,470-47.0% |
| Admin fee / account holder | $2,684 | $4,223-36.4% | $5,060-47.0% | $4,887-45.1% |