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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 | $34,912 | $50,958-31.5% | $74,552-53.2% | $64,181-45.6% |
| Participation rate | 85.7% | 61.1%+24.7pp | 69.1%+16.6pp | 69.6%+16.1pp |
| Annual return | -2.49% | -1.86%-0.6pp | 32.53%-35.0pp | 7.63%-10.1pp |
| Employer contribution / active EE | $857 | $1,115-23.1% | $1,961-56.3% | $2,381-64.0% |
| Participant deferral / active EE | $5,416 | $2,301+135.3% | $3,108+74.3% | $3,470+56.1% |
| Admin fee / account holder | $1,612 | $4,223-61.8% | $5,060-68.1% | $4,887-67.0% |